How to Create a Custom Entity in Dynamics 365 CRM (Employer Example Step-by-Step)
Learn how to create a custom entity in Microsoft Dynamics 365 CRM with a practical example of an "Employer" entity. In this step-by-step tutorial, we explore how to set up the entity, configure necessary settings, relate it to existing entities like Contacts, and publish it in your Sales module.
📌 What You’ll Learn:
How to navigate to Customization in Dynamics 365
How to create a new custom entity (Employer)
Setting entity properties like ownership, image, modules, and more
How to publish and view the custom entity in CRM
✅ Perfect for: Dynamics 365 beginners, functional consultants, CRM admins, and business users.
🔔 Subscribe for more tutorials on Microsoft Dynamics CRM, Power Automate, and Automation tools!
📺 Watch next:
Learn Dynamics 365 CRM: Sales Module Explained
Marketing Module in Dynamics 365 CRM: Overview + Use Cases
Видео How to Create a Custom Entity in Dynamics 365 CRM (Employer Example Step-by-Step) канала Knowledge Transfer
📌 What You’ll Learn:
How to navigate to Customization in Dynamics 365
How to create a new custom entity (Employer)
Setting entity properties like ownership, image, modules, and more
How to publish and view the custom entity in CRM
✅ Perfect for: Dynamics 365 beginners, functional consultants, CRM admins, and business users.
🔔 Subscribe for more tutorials on Microsoft Dynamics CRM, Power Automate, and Automation tools!
📺 Watch next:
Learn Dynamics 365 CRM: Sales Module Explained
Marketing Module in Dynamics 365 CRM: Overview + Use Cases
Видео How to Create a Custom Entity in Dynamics 365 CRM (Employer Example Step-by-Step) канала Knowledge Transfer
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23 мая 2025 г. 9:41:12
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