CRM 2011 Attribute Mapping

Project Description
Attribute Mapping from Child Entity Form

Download CRM Solution

This is Silverlight 4 Web Resource Solution

Out of Box Functionality
Entity mapping facilitates data entry when creating new records that are related to a parent record. When a Form for a new record that is not associated with a parent record is opened, all the fields in the Form are blank. If there are any required relational constraints to another entity, those fields must be manually filled in before the record can be saved. This is why it is usually easier for the user to add new records from the Parent record
This out of box feature has following limitation
Mapping only works when a new record is created in the context of a parent record. Mapping does not apply if you create a new record outside the context of a parent record.

Solution Provided by Attribute Mapping Utility (Download CRM Solution)
Attribute Mapping Utility allows User to carry out Mapping of Lookup fields from Child form. As against out of box feature this mapping can be done either in Create or Update form.
Highlights

1. Ribbon Button is available in All Entity Forms.
2. Ribbon Button is enabled and disabled as per User Access Rights on Entity
3. Utility automatically read Attribute Mapping metadata stored in CRM. No added configuration is required to do.
4. Utility automatically reads Lookup fields on Form and its Mapping Attributes.
5. Silverlight pop-up allows user to select Lookup fields for which mapping is needed
6. Silverlight pop-up give option to see trace

Demo Screenshots

Ribbon Button for Attribute Mapping

Attribute Mapping Pop-up: Pop-up window shows List of Lookup controls placed on visible on form

 

Attribute Mapping Pop-up: There are 3 buttons on pop-up window

1. Submit: This button will map all selected Lookup attributes and it will show Trace window to show some more details. This button will not automatically close the Pop-up window.

2. Submit & Close: This button will map all selected Lookup attributes and automatically close the Pop-up window.

3. Close: This will simple close Pop-up window without mapping any Lookup attributes.

Silverlight Web Resource for User Settings (TimeZone, HomePageArea, HomePageSubArea)

Most of the time when new User is added to CRM, first thing they have to do is set there Preferences, which can be done by individiual User from CRM.

However there is no way to set this preferences in Advance even before User starts using CRM and currently there is no way to set it in Bulk. So I thought of creating simple Silverlight Web Resource which will all System Administrator or User with certain privileges to Bulk Edit User Settings for All Users in CRM.

CodePlex Project Link