Add images to custom entities

Images are a new feature of CRM 2013. We can now easily associate an image to a record. In 2011 we had to add images either as Web Resources and reference them, or create custom scripts to pull images associated to Notes and display them on the records. Now, by default, CRM adds the image fields to 24 out of the box entities, and enables them to 8 of them. They are, in no particular order:

  1. Account
  2. Contact
  3. Competitor
  4. Lead
  5. Product
  6. Published
  7. Resource
  8. System User

It is very easy though to enable these images on to our new custom entities. These are the steps to follow:

1. Create a new field of type Image. Be aware that only one field of type Image can be added to an entity.

image

2. Go to the entity’s General tab, and set Primary Image to the entity image field created.

image

3. Go into form customization, and in Form Properties check the box for “Show image in the form”

image

4. Navigate to the record, click on the image container, and associate an image. The images have to be less than 5Mb in size. The actual rendered image is 62×62 pixels on the entity form:

image

or 40×40 pixels for the user profile in the top-right:

image

Some limitations include the fact that location is fixed to top-left corner of the form, and there is no direct way to resize it.

Enjoy!

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