Misc, Solution

CRM: Quick adding Entity

In this post, it is about how to quick add an entity into the CRM with populated data.

Here are the steps:

  • Go to Setting > Data Management.

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  • Click on Imports.
  • Just below the top navigators click on IMPORT DATA.

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  • For this post I used this  file.
  • Browse the file, click Next and wait for the file to be imported.
  • And click Next.
  • On the Select Data Map, select Default (Automatic Mapping) under System Data Maps and click Next.

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  • On the Map Record Types, select Create New under Microsoft Dynamics CRM Record Types.
  • Then fill in the field as shown below, and click OK

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  • Once it is successfully mapped, click Next.
  • On the Map Fields, under Required Fields I select Name since I make it as my Primary Field.
  • As for Optional Fields,
    • for Capital: select Create New Field under Actions and set Type: Single Line of Text.
    • for Continent: select Create New Field under Actions and set Type: Option Set.
  • Click Next until you press Submit.
  • It may takes some time but it will come.
  • Once it is finished. Keep refresh until the Status Reason is Completed.

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  • Next, go to Settings > CustomizationsCapture
  • Click on Customize the System
  • Expand the Entities and look for Country
  • Check on the areas that you want to display this entity, for this post I select Settings.
  • Then Save and Publish

Entity View

  • Expand the Country and click on Views.
  • Next to the File, click on the Publish All Customizations.
  • After it is done, double click on the Active Countries, and add/remove the columns that you would like the view to display.
  • Save and Close.
  • Make sure you click on Publish All Customizations.

Entity Form

  • Expand the Country and click on Form.
  • Just drag and drop the fields that you would want to display it on the form
  • Once done, click on Save then Publish under the Home tab

  • Refresh the CRM and you’ll see the entity on the area you have selected and published early

That’s it…

-Farrah K.

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Programming, Solution

GitHub Introduction

Git is an open-source version control system.

Hub is where developers can store and share their projects.

GitHub is ideal for programmers may have you believing that they are the only ones who will find it useful. Although it’s a lot less common, GitHub can actually be used for any types of files – so if you have a team that is constantly making changes to a word document, you can actually use GitHub as your version control system.

To setup a GitHub account is easy however as for me the managing part at first is a bit complicated but I figure out how and finds it easy.

After you opened a GitHub account, it is recommended for you to install GitHub on your desktop (Windows). Just go to Here

Once it is installed, there are 2 applications: GitHub and Git Shell.

In order to use the Git Shell, it is best if you know the basic commands of Linux like rm, mkdir, mv, ls, etc. But no worry there are always plenty of sites that you can refer to. I usually refer Here

As for GitHub, it is easy to use and any changes made to the files or folder will be updated and you will have to commit and then sync with your GitHub online. Furthermore, if you write codes using Visual Studio you can also link it with your GitHub.

What you do is:

  1. Open up Visual Studio, I’m using Visual Studio 2015.
  2. On the menu tab, go to Tools > Extensions and Updates…
  3. On the side menu, go to Online and search for GitHub.
  4. Look for GitHub Extension for Visual Studio, download and install.
  5. Restart the application.
  6. So after you create a new project, on the menu bar go to File > Add Source Control.
  7. Select Git.
  8. If you want to use it for the rest of the new project then check the check box otherwise just let it be unchecked.
  9. Go to the Team Explorer tab on the right side of the application:
    Capture
  10. Go to Settings, and check if everything is correct
  11. Click the icon that look like a plug  Capture
  12. Then click connect under GitHub and log in with your username and password
  13. Under the GitHub, you may or may not want to clone from your GitHub, if you do then just copy the link from your GitHub: HTTPS clone URL. Otherwise, just create a new Repository.
  14. So whenever you are ready to update your GitHub, you will need to click on Changes > Enter a message and click Commit
  15. After commit is done then you have to sync by going to the Sync
  16. Then the GitHub will be updated.

You may find it a bit hard to follow for few days but you’ll get there. If you need help just write a comment and I try my best to help you.


Nothing much yet on my GitHub as I just started to use it but feel free to visit 😀

My GitHub: Here

-Farrah K.