Using paper or Microsoft Word, create a list of the entities that you consider to be the core building blocks for your firm. For this exercise, do not worry about the Microsoft Dynamic CRM names of the entities. Instead, focus on the specific entities as you define them. How do these entities map to the entities listed in this lesson? How would you define the Account entity? What are the advantages and disadvantages of this design? Will this design cause issues for your firm in two or three years? What would be some of those issues?
Using paper or Microsoft Visio or any of the family tree applications, create an example of how you would organize some of the entities within your firm and how they relate to other entities. Figure 2.5