Microsoft Dynamics 365 Blog

Introduction to Entities in Microsoft Dynamics CRM 

1 min read

In Microsoft Dynamics CRM 2011, entities are used to model and manage business data. For example, entities such as account, campaign, and incident (case) can be used to track and support sales, marketing, and service activities. An entity has a set of attributes and each attribute represents a data item of a particular type. For…Read more

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Cascading entity relationship behavior and the Customer virtual entity 

1 min read

In Microsoft Dynamics CRM the behaviors assigned within entity relationships describe what actions should cascade down to related records. For example, if you re-assign a contact record, what should happen to any opportunities where that contact represents the potential customer? For certain entity relationships, you can control this by changing the cascading behavior. When you…Read more

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Working with System Views and Related Entities 

1 min read

Views allows you to display data in Microsoft Dynamics CRM in a customized manner, designed for the way you work. Creating them is easy and only requires a few clicks. The types of views include system and personal. Each entity has different system views such as ‘associated view’, ‘active accounts’, etc. You can modify and…Read more

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A Plethora of Phone Attributes 

4 min read

Jerry Weinstock is the Business Development Manager at CRM Innovation a Microsoft Gold Certified Partner. CRM Innovation builds functional enhancements and codeless solutions for Dynamics CRM 4.0. Jerry has been doing implementations since version 1.2. Right out of the box Microsoft Dynamics CRM 4.0 provides a wealth of phone attributes to use in tuning the…Read more

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Tracking Enhancements in CRM 

2 min read

CRM MVP Mitch Milam returns as a guest blogger. You can read more at his blog. While working on any CRM installation, you will inevitably find yourself needing to record possible enhancements to the system. What better place to store that information than within CRM itself? The Enhancement Entity We will first need to create…Read more

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Debugging Dynamic Entities in CRM 4.0 

1 min read

Recently, I’ve been spending quite a bit of time with the Microsoft Dynamics CRM SDK, building custom plug-ins for CRM 4.0. One of the tricky aspects of working with the IPlugin interface is that you have to use the DynamicEntity class when accessing the InputParameters and OutputParameters properties of the IPluginExecutionContext interface. This wouldn’t be…Read more

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