Last Updated On : Sunday, May 31, 2015You can customize an entity by opening a solution and selecting the entity that you want to customize. There are two additional methods for customizing an entity—from a grid or from a form. However, these methods will customize the entity in your default solution. If you want to […]
Last Updated On : Sunday, May 31, 2015Customizing entities In the previous section, we learned how to create new custom entities. In this section, we will examine the additional customizations that we can make to custom and system entities: • Customizing an entity from a grid or form • Showing an entity’s dependencies • Publishing […]
Last Updated On : Sunday, May 31, 2015There are lots of options to consider when creating a custom entity. It’s important to know how to choose the right options so that your custom entity meets your requirements. So in this section, we will learn about each option. Entity definition The options in this section are […]
Last Updated On : Sunday, May 31, 2015As we have already learned, the Microsoft Dynamics CRM platform makes it quite easy to create new entities. However, we still need to understand all the options that are available to us while creating a new entity, so that the entity works as we expect and meets our […]
Last Updated On : Monday, May 8, 2017By default, you need to have a System Administrator security role to manage business units (users with the CEO-Business Manager security role can also manage business units, but it’s not a good idea to let your CEO do this).