Microsoft Dynamics® CRM Training
An error occurred while loading the video. Please try again.
In this lesson, we introduce and explain one of the most important pieces of Microsoft Dynamics CRM: entities.
Let’s start with the basics. What are entities? Essentially, they are used to model and manage business data. A few examples of out-of-the-box entities are Account, Campaign, Case, Contact, Lead, and Opportunity. Each entity contains a set of attributes, or fields, and each attribute represents a data item. For example, “Est. Close Date”, “Est. Revenue”, and “Topic” are all attributes of the Opportunity entity by default.
There are three types of entities: system, business, and custom. System entities are used by Microsoft Dynamics CRM to handle all internal processes, like Workflows. System entities cannot be deleted or customized.
Business entities come with Microsoft Dynamics CRM by default. The Account, Case, and Opportunity entities are a few examples.
Customizability is possibly the cornerstone feature of Microsoft Dynamics CRM, and custom entities play a huge role in this. Custom entities can be added to your organization to meet the needs of your business. For example, you could create a “Vendor” entity if you are a retail business. You could then dictate how it relates to other entities in your organization. You can decide which attributes can be audited. You can even customize the icon for the entity.
Each entity supports a variety of actions. Creating and deleting records are a couple of examples. Records can be assigned to a User or Team. Perhaps you want to share a record, or update one. Each action requires certain privileges. A User’s privileges are dictated by their Security Role.
Ownership is a key factor in how entities work. There are three types of entity ownership: organization, business, and User or Team. It is also possible for an entity to have no ownership.
Organization-owned entities contain data involving something that belongs to, or that can be viewed by, the whole organization. Records of this type cannot be assigned or shared. The Product entity is an example of this.
Business-owned entities belong to a business unit. An organization, such as a holding company or a corporation, is made up of business units.
Entities owned by a User or Team contain data that relates to customers, like Accounts and Contacts. Records of these entities can be assigned to other Users or Teams.
There are many lessons in the Success Portal that improve your proficiency in entities. Once you have a solid foundation of knowledge, you’ll be able to not just create and configure entities, but you’ll be able to mold them in a way that most efficiently serves your business.
For more tips, tricks, and tutorials, please refer to the Success Portal and blog.xrm.com.