Custom Entity in CRM 2011


Let’s first start with the Entity Definition

Display Name, Plural Name, Description are the properties that can be changed at any time in the future.

Name and Ownership cannot be changed once the entity is created.

If we check Define as an activity entity check box,

Ownership drop down becomes disabled i.e. Activity entities cannot be organization owned.

We can additionally specify if we want this entity to be displayed in the Activity Menus along with other activities.

These options cannot be changed once set i.e. if we have defined the custom entity as activity entity we won’t be able to change it back or if we have unchecked Display in Activity Menus option while creating the entity and then we decide later to enable it, we won’t be able to do so.

For activity type custom entity, we can’t specify the area where they can be displayed (expect the Activity Menus)

Notes, Connections and Queues will be automatically enabled.

We can enable Document Management, Auditing, Duplicate Detection etc. on the custom Activity Entity.

For our non-activity type Custom Entity, we can set the following options

  1. Areas where we can want to display them; this can be changed anytime in the future.
  2. Mail Merge, Document Management, Duplicate Detection, Auditing, Mobile express, Reading Pane in Outlook, Offline Capability are the options that can be changed, i.e. enabled\disabled as required.
  3. Notes, Activities, Sending Email, Connections and Queues: – These options once enabled cannot be changed\disabled later.

Hope it helps.


Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

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