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New Entity or Customisation of the Account Entity RRS feed

  • Question

  • I am new to MS CRM and need to add details about a large number of shools.  I am not sure wheather I should create a new custom School entity with the specific attributes that I need, or wheather to use the Account entity and add attributes to it. 

    If I use the account entity then is is possible to customise it to add the schools and also preserve the original for entering details of other account types (i.e. some form of cloning and customisation of the cloned Account entity).  If I do use the Account entity then how do I prevent users from entering data into fields that I don't want them to use?  Is is sufficient to remove them from the form?

    What are the advantages and disadvantages of creating a new entity or customising an existing one.

    Thanks for your help.

    Tuesday, September 21, 2010 9:40 AM

Answers

  • Hi,

    It's always better if you can use existing entity for your requirement after little modification. yes you can use account entity and create new attributes according to your requirement. if you want to hide some field from user create a addition tab let's say Hidden tab and place all field that you do not want to show user here and just hide this tab. so no need of removing field from crm form.

    Let us know if you need any other information


    Mahain : http://mahenderpal.wordpress.com
    • Marked as answer by Elephant123 Thursday, September 23, 2010 9:43 AM
    Tuesday, September 21, 2010 9:46 AM
    Moderator