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
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!