Sunday, 25 May 2014

Overview of Entity in MSCRM

Entities Overview – Microsoft Dynamics CRM

Entities form a vital piece of the Microsoft Dynamics CRM framework. Essentially, entities are used to model and manage business data. Some common entities that most Dynamics CRM users are familiar with are Account, Case, Campaign, Contact, Lead, and Opportunity. These entities deal with many of the most common sales, service, and marketing data with which a CRM user frequently engages.


Types of Enity in MSCRM


There are three main types of entities: system, business, and custom. In Dynamics CRM, system entities handle internal processes such as workflows. It is important to note that system entities cannot be deleted or customized. Business entities are the default entities within Dynamics CRM which include Case, Account, and Opportunity. One of the most important elements in Microsoft Dynamics CRM is customization. Custom entities provide organizations with a way to meet their needs head-on. One example of this is that you can create a vendor entity if you are a retail business and then dictate how it relates to different entities within your organization. Since each entity supports a variety of actions, streamlining communications processes among est your organization is now an attainable goal.



Entities Ownership – Microsoft Dynamics CRM

Ownership is a key factor in how entities work. In Microsoft Dynamics CRM, most entities have an owner, which is determined by the ownership type. There are four ownership types in CRM: organization, business, user, and none. Organization-owned entities can be accessed by an entire organization. These records cannot be assigned to an individual owner (or shared). Business-owned entities belong to a Business Unit, while user-owned entities are owned by one specific CRM user and typically contain customer-related data. Accounts, Contacts, and Cases are examples of user-owned entities. A few entities in Dynamics CRM have no ownership type. They are not owned by another entity (user, business unit, or organization) within CRM.
The following table lists the complete ownership types:
Ownership TypeDescription
Organization OwnedOrganization-owned entities typically contain data involving something that belongs to or that can be viewed by the whole organization. Organization-owned entities cannot be assigned or shared. For example, products are owned by the organization.
Business OwnedBusiness-owned entities belong to a business unit.
User OwnedUser-owned entities are associated with a user. User-owned entities typically contain data that relates to customers, such as accounts or contacts. Security can be defined according the business unit for the user.
NoneThe entity is not owned by another entity. For example, the uom (unit-of-measure) and workflowlog (workflow log) entities are not owned by another entity.

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