Microsoft Dynamics 365 Entities

Microsoft Dynamics 365 Entities are base of Dynamics CRM customization and integration. Hence it makes Dynamics CRM more flexible.


Entities: The entities uses to model and manage business data in Microsoft Dynamics 365. An entity has a set of attributes and each attribute represents a data item of a particular type. Categories of entities include system (used by Microsoft Dynamics 365 to handle all internal processes, such as workflows and asynchronous jobs), business (part of the Microsoft Dynamics 365 default installation and they appear in the customization user interface), and custom (entities created explicitly by user of Dynamics 365) entities.

Entity metadata: Entities have several different names, that uses in the metadata like Display Name (name that is displayed to the user), Display Collection Name (plural version of the display name), Logical Name (unique name of the entity) and Schema Name (specified upon creation).

Actions on entity records: Each entity supports several different actions like Create (creates a record of a specific entity type, including custom entities), Update (modifies the contents of a record), Delete (deletes a record), Retrieve (retrieves a record), Retrieve multiple (retrieves a collection of records), Assign (changes ownership of a record), Share (grants, modifies or revokes access to a record to another user or team), Associate (creates links between a record and a collection of records), Disassociate (removes links between a record and a collection of records) and Set State (set the state of a record).

Entity ownership: There are several types of entity ownership:

1. Organization Owned: Contains data involving something that belongs to or that can be viewed by the whole organization. Organization-owned entities either assigned or shared. Hence these entities have an attribute named organizationid.

2. Business Owned: Entities that belong to a business unit. Therefore these entities have an attribute named owningbusinessunit.

3. User or Team Owned: Assigned to a user or to a team. These entities contain data that relates to customers, such as accounts or contacts. Security defines according to the business unit for the user or team. So these entities have attributes named owningteam and owninguser.

4. None: Another entity can not own these entities.

Create an entity:

 1: Fill required fields which include Display Name, Plural Name, Name and Ownership.

 2: If you want to create an activity entity select define as an activity entity.

 3: Select the areas where you want this entity to be displayed.

 4: In options for entities select features that you want your entity to have.

 5: Fill the details in Primary Field tab. This information displays when your entity displays in list.


Edit an entity:

User can edit Custom entities but there are some limitations for editing system entities or managed custom entities. Editing entities makes the following metadata changes:

1. Edit entity fields

2. Edit entity relationships

3. Forms

4. Business rules


1. Also custom entities it is possible to change the areas that display entity, but for system entities or managed custom entities, the options are disabled.

2. Use the Display Name and Plural Name properties to change the name of the entity in the application.

3. By default, all custom entities in the web application have the same icons. It is possible to create image web resources for the icons for custom entities and set them using the Update Icons button on the toolbar. There are two sizes of icons: icon in web application (should be 16×16 pixels) and icon for entity forms (should be 32×32 pixels). Both icons should be no larger than 10 KB.



Was this article helpful?

No 0