Entity options in Dynamics CRM 2013

Entity options that can only be enabled: The following screenshot and table lists the options that you can enable for an entity, but after these items are enabled, they can’t be disabled:

EntityOptions1

Option Description
Business process flows Create business process flows for this entity.
Notes Append notes to records for this entity. Notes include the ability to add attachments.
Activities Associate activities to records for this entity.
Connections Use the connections feature to show how records for this entity have connections to records of other entities that also have connections enabled.
Sending e-mail (if an e-mail field does not exist, one will be created) Send emails using an email address stored in one of the fields for this entity. If a Single Line of Text field with format set to email doesn’t already exist for this entity, a new one will be created when you enable sending email.
Queues Use the entity with queues. Queues improve routing and sharing of work by making records for this entity available in a central place that everyone can access.

Enable or disable entity options: The following screenshot and table lists the entity options that you can enable or disable at any time.

EntityOptions2

Option Description
Primary Image System entities that support images will already have an Image field. You can choose whether to display data in this field as the image for the record by setting this field to [None] or Default Image.
For custom entities you must first create an image field. Each entity can have only one image field. After you create one, you can change this setting to set the primary image.
Mail Merge People can use this entity with mail merge.
Document Management After other tasks have been performed to enable document management for your organization, enabling this feature allows for this entity to participate in integration with Microsoft SharePoint.
Access Teams Create team templates for this entity.
Duplicate Detection If duplicate detection is enabled for your organization, enabling this allows you to create duplicate detection rules for this entity. For information about enabling duplicate detection.
Allow Quick Create After you have created and published a Quick Create Form for this entity, people will have the option to create a new record using the Create button in the navigation pane.
When this is enabled for a custom activity entity, the custom activity will be visible in the group of activity entities when people use the Create button in the navigation pane. However, because activities don’t support quick create forms, the main form will be used when the custom entity icon is clicked.
Auditing When auditing is enabled for your organization, this allows for changes to entity records to be captured over time. When you enable auditing for an entity, auditing is also enabled on all its fields. You can select or clear fields that you want to enable auditing on.
CRM for phones This entity will be available within the Microsoft Dynamics CRM for phones application.
CRM for Tablets This entity will be available using Microsoft Dynamics CRM for tablets. You also have the option to make this entity Read-only in CRM for tablets.
If the forms for an entity require an extension that isn’t supported by CRM for tablets, such as IFRAME or web resource controls, use this setting to ensure that the data for these entities is not editable by people using CRM for tablets.
Reading pane in CRM for Outlook Records for this entity can display in a read-only view in CRM for Outlook.
Offline capability for CRM for Outlook People using Microsoft Dynamics CRM for Outlook can choose to include data from this entity with the data they take offline.
Warning: Each entity that you enable for offline capability directly affects the time required for people to synchronize data when they come back online. This is especially true for people with less powerful computers. Carefully consider if an entity must be available for people while working offline.
Advertisements

71 thoughts on “Entity options in Dynamics CRM 2013

  1. Pingback: 2015 MB2-703 Exam Questions PDF Free Download From Braindump2go (61-70) | Braindump2go Free MCITP Exam Questions Collection

  2. Pingback: New Released Microsoft MB2-703 Real Exam Questions Provided By Braindump2go For Free Download (61-70)Free Download Latest Braindump2go Microsoft Exam Dumps | Free Download Latest Braindump2go Microsoft Exam Dumps

  3. Pingback: Latest MB2-703 Brain Dumps Questions PDF & VCE Free Share (61-70) | Braindump2go Updated Real Microsoft MCTS Exam Questions & MCTS Dumps

  4. Pingback: 2015 Latest Microsoft MB2-703 Exam Questions Provided By Braindump2go For Free Download (61-70) | Free Download Braindump2go MCSA Exam Questions & Dumps with PDF&VCE

  5. Pingback: Microsoft MB2-703 Dumps Full Version New Updated By Braindump2go Today (61-70) | Updated Real Microsoft MCPD Exam Questions & MCPD Dumps

  6. Pingback: New Updated Version: Microsoft MB2-703 Dumps VCE Free Download (61-70) | Braindump2go Free 2014 MCPD Exam Dumps, Exam Questions

  7. Pingback: Braindump2go 2015 New Released MB2-703 Practice Exams Dumps Free Download (61-70)Braindump2go Free Latest MCITP Exam Dumps | Braindump2go Free Latest MCITP Exam Dumps

  8. Pingback: 015 New Released Microsoft MB2-703 Dumps Verison Free Use in Braindump2go (61-70)Free Braindump2go Microsoft Exam Dumps PDF&VCE | Free Braindump2go Microsoft Exam Dumps PDF&VCE

  9. Pingback: 2015 Microsoft Official Latest Updated MB2-703 Exam Dumps Questions Free Download Provided By Braindump2go (61-70) | Updated Real Microsoft MCSE Exam Questions & MCSE Dumps

  10. Pingback: Microsoft MB2-703 Exam Dumps New Version Updated By Braindump2go Today (61-70) | Free Download Braindump2go Microsoft Exam Questions and Dumps PDF & VCE

  11. Pingback: Braindump2go MB2-703 Exam Dumps New Version Provided For Free Download Today! (61-70) | Braindump2go Hot IT Certification Exam Questions

  12. Pingback: High Pass Rate: 2015 Braindump2go New Released Microsoft MB2-703 Dumps Guarantee 100% Pass (61-70)Free Download Braindump2go Oracle OCA, OCP, OCM,Microsoft Exam Questions & Dumps with PDF&VCE | Free Download Braindump2go Oracle OCA, OCP, OCM,Micro

  13. Pingback: 2015 Microsoft MB2-703 Practice Tests Free Download 100% Pass Promised By Braindump2go (61-70) | Braindump2go Updated Real Microsoft Exam Dumps PDF&VCE

  14. Pingback: New Released Brain Dumps:2015 Braindump2go Microsoft MB2-703 Dumps Instant Free Download (61-70) | Free Braindump2go Latest Microsoft Exam Dumps

  15. Pingback: Braindump2go Provide 2015 New Microsoft MB2-703 Dumps Version for Free Download 100% Pass Guaranteed! (61-70)Free Download Braindump2go VMware VCP510 & VCP550 Exam Dumps | Free Download Braindump2go VMware VCP510 & VCP550 Exam Dumps

  16. Pingback: Microsoft MB2-707 Exam Update Study Material | Exam Actual Questions Answers

  17. Pingback: Microsoft MB2-707 Test Questions and Answers

  18. Pingback: Braindump2go Shares the Newly Changed Microsoft MB2-703 Exam Questions By Microsoft MB2-703 Official Exam Centre (31-40) | Free Latest Braindump2go Exam Dumps

  19. Pingback: 2015 Latest Braindump2go MB2-703 E-Book PDF Free Download Online (31-40) | Braindump2go Latest Microsoft Exam Questions In PDF & VCE Free Download

  20. Pingback: New Updated Microsoft MB2-703 Practice Tests Questuions Offered By Braindump2go Guarantee You A 100% Full Success (31-40) | Free Braindump2go Latest Microsoft Exam Dumps

  21. Though mail merge is among the list of those communication and collaboration in entity creation that can be enabled and disabled but in practice it is not possible. If otherwise, explain the steps to disable Mail Merge.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s