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  • Question

  • Hi,

    i created a form called teste and i want to be linked by accounts and leads, and to bring informations from this tables into my form. It is more like a view but to be designed by me

    It is posible? or can be views arrange by user?

    Thanks
    Friday, June 19, 2009 10:14 AM

Answers


  • Hi,

       Appologies in advance if I am unable to answer all your questions to your satisfaction.

    Please see my response to different parts of your question below.

    >>i created a form called teste and i want to be linked by accounts and leads.
    Ok. You can create relationships in MSCRM between custom entities (in your case teste) and MS CRM entities like account and leads. To be able to do this you will need to know how to custom your MSCRM application.

    >>and to bring informations from this tables into my form. It is more like a view but to be designed by me
    This is possible. You might need to use AJAX to query the server and populate the fields. 

    >>It is posible? or can be views arrange by user?
    It is possible. I'm not sure what you mean by views arrange by user. Please post back with clarification.

    Hassan.


    Hassan Hussain | http://hassanhussain.wordpress.com/
    Friday, June 19, 2009 11:03 AM
  • Ok. This should be possible. You can display fields from associated entities on a view (Be advised that there are limitations).
    When you click "Add View Column" on a view, select the associated entity from the "Record Type" dropdown.

    Hassan.


    Hassan Hussain | http://hassanhussain.wordpress.com/
    Friday, June 19, 2009 12:22 PM

All replies


  • Hi,

       Appologies in advance if I am unable to answer all your questions to your satisfaction.

    Please see my response to different parts of your question below.

    >>i created a form called teste and i want to be linked by accounts and leads.
    Ok. You can create relationships in MSCRM between custom entities (in your case teste) and MS CRM entities like account and leads. To be able to do this you will need to know how to custom your MSCRM application.

    >>and to bring informations from this tables into my form. It is more like a view but to be designed by me
    This is possible. You might need to use AJAX to query the server and populate the fields. 

    >>It is posible? or can be views arrange by user?
    It is possible. I'm not sure what you mean by views arrange by user. Please post back with clarification.

    Hassan.


    Hassan Hussain | http://hassanhussain.wordpress.com/
    Friday, June 19, 2009 11:03 AM
  • thank again.

    I want to design the view. Ex.


    Account                     Activities to do            Activities history

    Contact info              

    Friday, June 19, 2009 11:27 AM
  • Ok. This should be possible. You can display fields from associated entities on a view (Be advised that there are limitations).
    When you click "Add View Column" on a view, select the associated entity from the "Record Type" dropdown.

    Hassan.


    Hassan Hussain | http://hassanhussain.wordpress.com/
    Friday, June 19, 2009 12:22 PM