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Fundamentals of CRM with Dynamics 365 and Power Platform

You're reading from   Fundamentals of CRM with Dynamics 365 and Power Platform Enhance your customer relationship management by extending Dynamics 365 using a no-code approach

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Product type Paperback
Published in Oct 2020
Publisher Packt
ISBN-13 9781789950243
Length 644 pages
Edition 1st Edition
Concepts
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Author (1):
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Nicolae Tarla Nicolae Tarla
Author Profile Icon Nicolae Tarla
Nicolae Tarla
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Table of Contents (20) Chapters Close

Preface 1. Section 1 - Platform Structure and Extensibility Capabilities
2. Getting Started with Dynamics 365 FREE CHAPTER 3. Dynamics 365 Platform Structure 4. Section 2 - Default Modules Available with the Platform
5. Dynamics 365 Sales Application 6. Dynamics 365 Customer Service 7. Dynamics 365 Field Service 8. Dynamics 365 Project Service Automation 9. Dynamics 365 Marketing 10. Section 3 - Customization, Configuration, and Extensibility
11. Dynamics 365 Customer Engagement and Power Platform 12. Customizing Dynamics 365 13. Building Better Business Functionality 14. Section 4 - Integrations
15. Out-of-the-Box Integration Capabilities 16. Custom Integration Capabilities 17. Section 5 - Administration
18. Core Administration Concepts 19. Other Books You May Enjoy

The elements that make up an entity definition

Within a solution, we work with various entities. In Dynamics 365, there are three main entity types:

  • System entities
  • Business entities
  • Custom entities

Each entity is comprised of various attributes, while each attribute is defined as a value with a specific data type. We can think of an entity as a data table. Each row represents an entity record, while each column represents an entity attribute. As with any table, each attribute has specific properties that define its data type.

The system entities in Dynamics 365 are used internally by the application and are not customizable. They also cannot be deleted.

As a system customizer or developer, we will work mainly with Business entities and Custom entities. Business entities are the default entities that come with the application. They are customizable and can be extended as needed. Custom entities are all new entities that are created as part of our system customizations.

Aspects of customizing...

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