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Feature of the month - Custom Entities

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FEATURE OF THE MONTH
- Custom Entities -

Why is this feature cool?

  • Custom entities can be added to Microsoft CRM version 3.0.
  • You can determine if that entity will appear in Outlook when offline.
  • You can associate Notes and Activities.
  • You can choose where the entity will be displayed in the application.
  • You can define relationships to other system and custom entities. 

When could this be used?
You own a property management company that rents apartments all over New York City. You can create an apartment entity to track information about each of your apartment buildings. Your tenants could be another custom entity.

How do I access this feature?
Click Settings, click Customization, click Customize Entities, and then click New.

What does it look like?

Custom Entity

Custom Entity

Comments

  • Anonymous
    March 14, 2006
    I created a new entity (PROJECTS) that relates to the Account.  Is it possible to track e-mails to related to the Projects, or will they only show up in History under the Account?  We will have one Account with Many Projects.

    This is my first time working with CRM - I'd appreciate any help I can get.

    Thank you,
    Marty

  • Anonymous
    March 14, 2006
    Hi Marty,

    I will look into this matter. If i think quickly about it you can associate notes and activities (which is also an email) to custom entities. It will be shown in the activity list of the project and account. But as i said i will test it. Good Question!

  • Anonymous
    April 13, 2006
    Can you create a lookup field in the account entity for this new entity? More over, can you associate many custom entity records to one account (the way you can associate many recipients to a single e-mail)?

  • Anonymous
    April 26, 2006
    How can you make a bulk import for a custom entity?? Because there's no way to do this with the DMF
    Thanks!!

  • Anonymous
    April 27, 2006
    Hi Noel,

    You can achieve this by following the Microsoft CRM SDK Kit. It explains you can use the CRM webservice for this. Easy stuff for a CRM developer and takes a few hours. http://msdn.microsoft.com/library/default.asp?url=/library/en-us/CrmSdk3_0/htm/v3d0microsoftcrmv3d0sdk.asp

  • Anonymous
    June 05, 2006
    Sorry to be negative, but one thing thats cropped up for me that really limits Custom Entities is that you can't email to them.

    So 'your tenants could be another custom entity' becomes a tricky proposition - as your ruling out the ability to email your Tenants.  You'd want to use Contacts or Leads, as these been standard system entities and hence are emailable.

    This has caught me by surprise and left me in a bit of a bind, so probably worth been aware of.

  • Anonymous
    July 04, 2006
    The comment has been removed

  • Anonymous
    July 25, 2006
    Ian, the error you are getting is coming from SQL Server, if you run a Profiler trace and recreate the error you will see the following error:

    "The incoming tabular data stream (TDS) remote procedure call (RPC) protocol stream is incorrect. Too many parameters were provided in this RPC request. The maximum is 2100."

    So, it is not a CRM limitation but a SQL one.  If you have picklists with a huge number of items in then you should consider using a lookup to a custom entity rather than a picklist.  This will improve performance (won't have to load all picklist values at form load), maintenance (customisation not required to maintain the list) and finally the user experience (user will be able to search the list in the lookup dialog rather than scrolling through a huge picklist).

    Of course, if you use a custom entity then you may need to write a small CRM SDK app to import the data into it.

    HTH.

  • Anonymous
    July 31, 2006
    Hi Adam,

    Yes, I agree with you, but could you give us some examples how to create entity?

    Many thanks,

    Thanh Nguyen

  • Anonymous
    August 16, 2006
    I need to add a custom entity that relates to an account and i am not sure how to do it.  I know how to create the entity, but i am having trouble creating the fields properly so that users are able to collect the proper data.

    I need to relate many sales results (a sales history) to a particular account.  How can i do this???

  • Anonymous
    January 17, 2007
    can any one please help me .how to create an entity through MSCRM Database through SDK

  • Anonymous
    April 03, 2007
    Hi can any one tell me how to modify "entity Navigation Pan" in CRM 3.0. When i create a new relationship between a custom entity and "Account" or "Opportunity" entity it automatically adds the entity on the Account or Opportunity navigation pan. How can I remove that. Any time I create a relationship to create a lookup field, it adds the custom entity to the Entity Navigation Pan. Thanks

  • Anonymous
    April 03, 2007
    Hi Can any one tell me how to do this? Can I create a relationship between Account entity and a custom entity to generate a Lookup field, without showing up the custom entity in Account Left Navigation Pan. Thanks Gazi

  • Anonymous
    August 08, 2007
    hi, i think this question has been asked but not answered. is it possible to attach sales activities to custom entities? for instance, e-mails as has been mentioned or tasks or whatever. i know you can associate them with the regarding field but is there a way to have custom entities in the To: or From: fields? some workaround or something?

  • Anonymous
    September 27, 2007
    I would like to know how can i customize the site entity, the thing i want to do is to have a tree for example Central site has childs that are inside the site

  • Anonymous
    June 01, 2009
    PingBack from http://portablegreenhousesite.info/story.php?id=9819