Chapter 10. Entity Customization: Custom Entities and Activities

In the previous chapters, you learned how to customize the default entities in Microsoft Dynamics CRM by modifying their attributes, forms, and views. In Microsoft Dynamics CRM, you also can create entirely new entities to track and manage data in your system. The entities that you create are called custom entities. You can also create special custom entities that you denote as activity types so that they function similarly to default activities such as tasks, phone calls, and appointments. Microsoft Dynamics CRM refers to these as custom activities.

This chapter will walk you through the steps and configuration settings necessary ...

Get Working with Microsoft Dynamics® CRM 2011 now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.