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In previous articles (Entity Customization: Concepts and Attributes
and Entity Customization: Forms and Views) , you learned how
to customize entities by modifying their attributes, forms, and views. However,
those chapters primarily focused on customizing the entities that Microsoft CRM
installs by default. Microsoft CRM also allows you to create entirely new
entities to track and manage additional categories of data in your system. The
new entities that you create are called custom entities. Before you start
creating your own custom entities, you should understand how Microsoft CRM uses
and manages entity relationships, in addition to knowing the ins and outs of
customizing entity attributes, forms, and views that you just learned.
In this article, we'll cover all of the details related to entity
relationships, including data relationships, relationship behavior, and entity
mapping. When you understand entity relationships, you're ready to create
custom entities. We'll walk you through the steps and configuration settings
necessary to create custom entities, show you how to integrate custom entities
with the default Microsoft CRM entities, and highlight some of the tricks we've
learned.
Once you start creating custom entities, you will want to tweak and modify
where they appear in the Microsoft CRM application navigation. The last topic
in this chapter will show you how to use the Microsoft CRM site map to
customize and revise the user interface to blend in your custom entities and
custom Web pages.
Related Articles
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Understanding Entity Relationships
An entity relationship in Microsoft CRM defines how two entities
interact with each other. A Microsoft CRM entity relationship definition
includes three parameters... Read more
-
Creating Custom Entities
Microsoft CRM creates over 120 entities when you install the software,
and you can add an almost unlimited number of custom attributes to the
customizable entities...Read more
-
Application Navigation
Because of the flexibility and power of custom entities, you will find
yourself creating multiple custom entities in your Microsoft CRM system. Simple
deployments might use just a few ... Read more
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