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Creating a New Entity in Microsoft Dynamics CRM Online

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Within Dynamics CRM, entities are used to define and hold business data. An entity has a set of attributes and each attribute represents a data item of a particular type. Entities are like database tables, and the entity attributes correspond to the table columns. CRM has some built in entities such as Account, Contact, Lead, Opportunity etc. These built in entities are known as System Entities.

Existing Entities

New entities can be created in Dynamics CRM to meet specific business requirements and are known as Custom Entities. Once created in Dynamics CRM each entity will have Fields, Forms, Views, Charts, Relationships, Business Rules and more. From the customisation menu, users can create new, and adjust existing, entities. 

From the form editor (detailed below), authorised users can easily add fields and place them on the form. This makes it easy for trained users to tailor Dynamics CRM to the specific requirements of the business. Database applications can be created quickly, without the need for programming skills.

 

Entity Window


The video below demonstrates how to create a new entity in Microsoft Dynamics CRM.

Contact Us for more information and assistance on creating entities with Microsoft Dynamics CRM, or alternatively you can visit C2’s Video Tutorial page. If you would like to try out Dynamics CRM, we offer a 30 day free trial.


About the Author

James CTwo is our blogging alter ego for the Dynamics CRM and Web experts here at C2. We have a passion for anything CRM, Web Design or Social Media. We love writing about it! Find us on YouTube & Twitter.

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