Microsoft Dynamics CRM out of the box functionality is extensive, but what if you want to track a type of record that is not already included in CRM? Some examples of these records might be:
- software applications used by your customers
- insurance products, mortgages, bank and investment accounts for your clients
- building, apartment, and lease information for your contacts
These records would be defined as “custom entities” in Dynamics CRM and you can easily create an unlimited number of them.
Custom entities can also be activities such as:
- implementation and training meetings
- quarterly financial planning meetings and informational seminars
- any specific action that you want to track as an activity in Dynamics CRM
Just as with standard entities (Contacts, Opportunities, Leads and Accounts), custom entities can be used on forms and views and used in Advanced Finds. Relationships and mappings between records, both custom and standard, are also defined.
These custom entities and activities are used to support and enhance your business processes. The key is to think through the proposed entities, the relationships between them and the forms they will appear on before making any changes in CRM. For this we’ve found that white boards and flow charts are useful tools for planning.
Creating custom entities and activities are just another example of how Dynamics CRM can be tailored specifically to your organization’s needs.
Sherwood Systems, a Microsoft Gold Certified Partner, provides Microsoft Dynamics GP and Microsoft Dynamics CRM (Customer Relationship Management) business management and accounting software for small to midsize businesses in the U.S. with an emphasis on customers in Arizona, New Mexico and Nevada. Contact us at www.sherwood.com or call 877-943-9696.
by Sherwood Systems, your Arizona Microsoft Dynamics CRM Partner