CRM 2011 Entity modelling. Creating custom entity based on OOB entity RRS feed

  • Question

  • Hi,

    I'm just looking for a bit of clarity on the correct way to model custom entities and activities in CRM 2011.

    I have to model a custom activity which is called a Submission. It is really just a Case with some additional properties.

    When creating this in my Solution, is it best practice to base it on the Case Entity and then add the properties, or would it be better to create a new activity instead?

    We have other types of activities which are similar, so I would also be basing them on the Case entity if that's the best way to go.

    Many thanks,
    Tuesday, October 11, 2011 11:26 AM


  • Hi,

    If you are not using the Case entity already then it is best to use the Case entity and then add the properties, with Case entity you will get Out of the Box reports, Dashboard etc. and even customer portal has case management already built in so you will get the case creation, update, searching functionality out of the box.

    If you have different entities similar to case (have few different fields) then you can add the options Case Type top differentiate entities so if they all have different fields then it would be better to create new entities.

    Jehanzeb Javeed

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    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    • Proposed as answer by Jehanzeb.Javeed Tuesday, October 11, 2011 12:06 PM
    • Marked as answer by John_Mc_ Tuesday, October 11, 2011 12:54 PM
    Tuesday, October 11, 2011 12:06 PM