Friday, June 11, 2010

Views in MS CRM 4.0

There are two types of views that are centrally administered: 

1.Public View: Views that all users can see, including the default public view ( The default view users see when they are in a list. ) , and any new views you create from the Customize Entities area.

2.System-Defined Views . Views that are provided for all entities, and cannot be deleted or shared: Quick Find Views , Advanced Find Views, Associated Views , and lookup Views.

Quick Find Views:Views used to display results of searches done using the Search for records box.

Advanced Find Views:Views used to display results of searches created with Advanced Find.

Associated View:Views that are displayed in the forms of other entities. The associated view is different from the views that are visible for the entity in its own area of the user interface. For example, in an account record, under Details, you can click Contacts to view and open a contact form. That is the Contacts associated view. There can be only one associated view of each entity. 

Lookup Views:The views used when a user clicks a lookup field.

2 comments:

  1. When will you use a workflow and when will you use a Plug-in? Give some Real-lifescenario?

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  2. What is an Email-Router?
    What are the steps to configure an Email router? How the Plug-in and Workflow will behave in case of Off-line client?
    What is Sales and Marketing life cycle in MSCRM?
    What is Queue entity in MSCRM?
    What is 1:1, 1:N and N:N relationship in Microsoft Dynamics CRM?
    How a Plug-in is different from a Call-out?

    ReplyDelete