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Service Endpoints Connection Roles Article, Contract, E-mail, and Mail Merge Templates Security Roles Field Security Profiles
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Each of these component types has different capabilities and functionality in Microsoft Dynamics CRM. Further, you can select existing components from a Microsoft Dynamics CRM organization or create your own. As a consequence of the variety and complexity each component presents, we ll review each component type. We ve got a lot to say about some of the more complex components, so you ll learn more about them in subsequent chapters.
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If you have worked with relational databases such as Microsoft Office Access or SQL Server, you understand the meaning of the terms table and column. In Microsoft Dynamics CRM s metadata-driven, XML-based terminology, these concepts translate to entity and field, as shown in Table 5-1.
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Microsoft Dynamics CRM terminology
Entity Field
Microsoft Dynamics CRM stores data in entities such as Accounts, Contacts, Leads, and Opportunities. The data related to an entity, such as a phone number for a contact, is a field of the entity.
Entities
When you install Microsoft Dynamics CRM, it creates more than 100 system entities (also known as default entities or default system entities), and of course you will want to customize many of them. The type of customizations Microsoft Dynamics CRM allows you to make on system entities is determined during installation. For some system entities, you can perform only limited customizations, for other system entities you cannot perform any customizations at all. In addition to system and customizable entities, you can create entirely new entities, known as custom entities, in Microsoft Dynamics CRM. In summary, the three types of entities are:
System Microsoft Dynamics CRM uses more than 100 non-customizable system entities (such as Privilege, License, and Calendar) to manage the internal operations of the software. You cannot edit the settings of any of these entities, add new fields, or delete these entities from the system. Customizable Microsoft Dynamics CRM includes more than 50 customizable system entities. Account, Contact, and User are a few examples. These entities give you extensive customization capabilities, from adding fields to changing the form layout. You also can rename customizable entities. However, you cannot delete any of the customizable system entities. Custom You can create, modify, and delete custom entities. Further, you can now create custom activity entities. We explain using custom entities and custom activities in detail in 10, Entity Customization: Custom Entities and Activities.
Important Microsoft Dynamics CRM allows for managed solutions to define properties of its
components that can prevent certain actions (such as deleting a specific custom entity). We ll discuss this aspect later in the chapter.
To view all of the entities in your system using the default solution, go to the Customizations section in the Settings area and click Customize the System. Under Components, click Entities to view a list of every entity in the default solution.
5 Solutions Overview and Concepts
Tip The terminology used in the Entity grid s view selector can be confusing. The Customizable
Entities view displays both customizable system entities and custom entities. In addition, sometimes Microsoft Dynamics CRM refers to customizable entities as system entities because they were created during the installation process. For example, if you try to delete a customizable entity such as Account, the error message says, System entities cannot be deleted.
You can customize the following data for custom and customizable entities:
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Forms Views Charts Fields Relationships Messages
Forms, Views, and Charts
A form provides the user interface for displaying an entity s fields in the application. A new feature in Microsoft Dynamics CRM 2011 supports multiple forms to be associated with an entity, as well as a mobile form. Similar to forms, views are configured by Microsoft Dynamics CRM system administrators to display multiple records in a grid, based on common filter criteria. Microsoft Dynamics CRM 2011 even allows you to copy existing views using the new Save As feature. Another new feature in Microsoft Dynamics CRM 2011 allows you to create and modify charts that are associated with an entity. These charts are natively displayed to the right of an entity view or in a dashboard. More Info In 7, Entity Customization: Forms, we discuss form customizations in detail.
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