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Suggestions for using OOB entities to represent laboratory samples and analysis RRS feed

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    Hi.

    I'm customizing Dynamics CRM for a laboratory that receives samples from customers for analysis. We receive the samples, log them in by ID, analyze each sample, report results per sample, and charge the customer per sample.

    I'd like to use OOB entities as far as possible for this scenario. Do you have suggestions? I've already looked quickly at Cases and Orders, but just scratching the surface so far.

    Thank you for the help!

    Danny

    Thursday, May 19, 2016 5:13 PM

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    My general approach is to only repurpose OOB entities if there is useful functionality they provide, and if you never envisage using them for the original purpose.

    Without the detail of what you need to do, some useful functionality that the OOB entities could provide is:

    • Convert email to case/opportunity. If you often receive the first information about a sample by email, it may be useful to use this functionality
    • Child entities linked to products, and calculations to sum data at the parent level. This applies to the opportunity and quote entities
    • Specific entities for closing the record - e.g. Win an opportunity, or Resolve a case. My guess is this is probably not that useful for you, and you may have to fight against this if you use the OOB entities
    • Convert opportunity to quote, and on to order and invoice

    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    Thursday, May 19, 2016 8:35 PM
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    Thanks for your reply.

    I think for the individual analysis record, which consists of 20 or so attributes very specific to our line of business, I will create a custom entity, and define it as an Activity. Beyond that, I have some homework to do... 

    SS, SSRS, SSIS, Dynamics CRM, Access

    Friday, May 20, 2016 5:06 PM
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    One thing to consider; if you create the custom entity as an activity entity, it cannot have it's own permission set - all activity entities share the same permission set

    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    Monday, May 23, 2016 9:37 AM
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