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Implementing Microsoft Dynamics 365 Customer Engagement

You're reading from   Implementing Microsoft Dynamics 365 Customer Engagement Configure, customize, and extend Dynamics 365 CE in order to create effective CRM solutions

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Product type Paperback
Published in Mar 2020
Publisher Packt
ISBN-13 9781838556877
Length 426 pages
Edition 1st Edition
Concepts
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Author (1):
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Mahender Pal Mahender Pal
Author Profile Icon Mahender Pal
Mahender Pal
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Table of Contents (14) Chapters Close

Preface 1. Introduction to Dynamics 365 CE FREE CHAPTER 2. Implementation Methodology 3. Requirement Gathering and Analysis 4. Preparing Functional and Technical Design Documents 5. Configuring Your Dynamics 365 CE Organization 6. Customizing Dynamics 365 CE 7. Extending Dynamics 365 CE 8. Integrating Dynamics 365 CE with Other Applications 9. Business Intelligence and Reporting 10. Testing and User Training Planning 11. Migration and Upgrade 12. Deployment and Go-Live Support 13. Other Books You May Enjoy

Working with entities

Entities are used to store Dynamics 365 CE data and metadata. Every entity in Dynamics 365 CE represents a table in a Dynamics 365 CE database. When we set up a Dynamics 365 CE organization, we can acquire many out-of-the-box entities that can be used for different purposes. Entities can be divided into two broad categories:

  • System entities
  • Custom entities

Let's look at each of these categories in detail.

System entities

System entities are the entities that we get with a Dynamics 365 CE setup. Most of the system entities, such as lead, account, contact, opportunity, quotes, and orders can be customized easily. For example, we can change the form design of these entities; we can modify views available...

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