Working with Microsoft Dynamics™ CRM 4.0, Second Edition

Chapter 6. Entity Customization: Relationships, Custom Entities, and Site Map

In this chapter:
Understanding Entity Relationships
Creating Custom Relationships
Creating Custom Entities
Application Navigation
Summary

In Chapter 4, and Chapter 5, you learned how to customize entities by modifying their attributes, forms, and views. Those chapters primarily focus on customizing the entities that Microsoft Dynamics CRM installs by default. However, in Microsoft Dynamics CRM, you also can create entirely new entities to track and manage additional categories of data in your system. The new entities that you create are called custom entities. Before you create custom entities, you should understand how Microsoft Dynamics CRM uses and manages entity relationships. ...