Now add the fields to the form to check behaviour of fields with different data types:
Lookup fields are used when:
Customer fields are used when you want to look up to either Accounts or Contacts entity records. For example a Preferred Vendor can either be a person or a company.
You can add these fields to the Form and check the result:
Now, you can use this Option Set in any Entity.
NOTE: In case of Local Option Set, you can select the property Use Existing Option Set as No and create a list of options needed.
When you add the field to the form, you will be able to select the options from the dropdown list:
NOTE: Similarly, you can create a new field and select Two Options as Data Type and check the results.
Fields store value based on data types (Text, Decimal, Lookup, etc.)
If entity is a table in SQL, Field is a column for that entity.
Field is represented in Dynamics 365 as:
CONTROL: On the Form
COLUMN: On the View
ATTRIBUTES: By developers (in previous version: Dynamics CRM)
There are three types of fields available in Dynamics 365:
SIMPLE FIELD
CALCULATED FIELD
ROLLUP FIELD
Field naming has two important components:
DISPLAY NAME
NAME
The connections provide a flexible way to connect and describe the relationships between any two entity records Dynamics 365 for Customer Engagement apps. It helps you to promote teamwork, collaboration, and effective management of business and sales processes. Connections enable you to easily associate users, contacts, quotes, sales orders, and many other entity records with each other.
The records in the association can be assigned particular roles that help define the purpose of the relationship.You can describe the relationship between records through the roles that you assign to them.
For more information, check the following video:
Entity relationships define how records can be related to each other in the database. At the simplest level, adding a lookup field to an entity creates a new 1:N (one-to-many) relationship between the two entities and lets you put that lookup field in a form. With the lookup field, users can associate multiple “child” records of that entity to a single “parent” entity record.
This video explains the different entity relationships in Dynamics 365.
This Video shows how to can delete entities in Dynamics 365 and the conditions associated with it.
You can create new security roles to accommodate changes in your business requirements or you can edit the privileges associated with an existing security role.
This video explains how you can create a Custom Entity and how you can provide security roles for that custom entity.
Before creating or editing entities, you should understand that there are different types of entities. Once a custom entity is created, these types cannot be changed. The two major divisions are based on entity ownership and whether the entities are activity entities.
This video explains the three different types of entities available in Dynamics 365.
