Customize Dynamics 365 Lesson #2 Create a custom entity

Updated: Dec 24, 2018

The second lesson, in a series of lessons that will show you how to customize your Dynamics 365 instance.


Why create a custom Dynamics 365 Entity?

  • You would like to capture or track information that your out of the box entities can not capture

  • Separate sensitive information

  • You would like to capture data from an external database (later lesson)

First, Navigate to your system's solutions

  • Click on Settings, located on your Site Map - The bar that runs across the top of the Dynamics 365 user interface and lists the system's entities

  • Click on Solutions

Note: Every Dynamics 365 instance (system/database) is different and may have a different layout, just follow along as best you can, and ask questions in the comments if you need to

  • Select the solution you would like to create a custom entity in, for example I will be using my Example Solution from the previous Lesson

  • If you are unsure, see Lesson #1 How to create a custom solution, this will get you setup correctly

  • Select entities from the list on the left

  • Click New in the top left

General Tab

See the instructions below the next image, fill out the corresponding fields

  • Give the Entity a Display Name, keep it simple and short, mine is plural by preference

  • Add a plural name

  • leave the "Name" (Logical Name) as the lower case version of the Display Name, this is just good practice to use Camel Case

  • Change the Ownership to organization

  • Select the area where you would like to access/see this new entity in the Site Map

  • When you click the drop down in the Site Map, this is where you will see the entity, you can change this later! I will cover this in a later lesson

  • Check off Notes (includes attachments)

  • Check off Activities

  • Check off Allow quick create

  • Check off Auditing

  • Scroll down and select Enable for Mobile

  • Leave the other check boxes as they are, you can add others later, I will go over all these in later lessons

  • Click on the next tab labeled Primary Field, do not click save yet

Primary Field Tab

  • Fill out all the fields on this tab

  • Choose a Display Name that is short, simple, and sensible, taking into consideration the name of your entity as it was added on the general tab

  • Copy the Display Name into the Name (Logical Name) if it does not auto populate

  • Make sure to use camel case, this is where it really starts to make an impact further down the road

  • Leave the other fields with the values they currently have

  • Add a description for the display name, like its purpose!

  • Click Save in the top left corner and let the page refresh

  • You have created a custom entity!

  • NOW WHAT DO YOU DO WITH IT?

Continue on to Lesson #3 Create a custom form and fields!



© 2023 by Clark and Ali

  • LinkedIn Social Icon