Customizing Entities

Customizing Entities in Dynamics 365

Customizing entities includes adding fields to entities, changing the schema, and creating custom entities. An entity can also be defined as an activity entity.

Creating a custom entity

  1. In the navigation bar, click Settings > Customizations > Customize the System. (If you have created a solution, then click on that solution and proceed from there.)  
  1. In the page that opens, click on Entities under Components, and then select New, and choose Entity.
  2. Fill in the Display Name and the Plural Name (the name that shows in the navigation pane); indicate whether the entity will be owned by a user, team, or the organization (ownership).
  3. If the entity is an Activity entity, check the box Define as an Activity
  4. You can also set the Primary Image, Color, and add a Description for the entity.
  5. In the Areas that display this entity, you can select the tabs within which this entity will be listed. Note: this is only relevant to the default sitemap.
  6. Select the required options for the entity. Note that some of the options cannot be removed after the Entity is created.  These options are indicated by † after the name of the option.
  7. On the Primary Field tab, you can change the Display Name, Field Requirement, Data Type, Format, and Maximum Length for the Primary Field of the entity.

    Note: You cannot change the type of entity, the Schema Name, or the Primary Field after the entity has been created.

  8. Once you have everything set, click Save.
  9. Once saved, you will need to publish the entity to make it visible to the organization.
  10. Custom entities are only visible to System Administrators by default.  You will need to add permissions under the Custom Entities tab in a security role for other users to be able to interact with custom entity records.

Become a CRM Administrator

For a more formal introduction into becoming a CRM administrator, check out Dynamics 365 University’s CRM Boot Camp for Dynamics 365.