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
- 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.)
- In the page that opens, click on Entities under Components, and then select New, and choose Entity.
- 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).
- If the entity is an Activity entity, check the box Define as an Activity
- You can also set the Primary Image, Color, and add a Description for the entity.
- 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.
- 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.
- 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.
- Once you have everything set, click Save.
- Once saved, you will need to publish the entity to make it visible to the organization.
- 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.