Tool

Create custom entity

Microsoft Dynamics 365 Sales Create Custom Entity tool enables users to effortlessly create tailor-made entities within their Dynamics 365 Sales environment, enhancing data management and customization. This powerful tool integrates seamlessly with Microsoft Dynamics 365 Sales via Pipedream, allowing for streamlined entity creation and configuration.

microsoft_dynamics_365_sales

Features

  • Create custom entities with specified names and primary attributes to fit unique business needs.
  • Supports addition of multiple custom attributes to expand entity data fields.
  • Allows setting language codes for entity localization and internationalization.
  • Options to enable activities and notes for enhanced entity interaction and documentation.
  • Integrates with existing Dynamics 365 Sales solutions through solution identifiers for organized management.

Benefits

  • Enhances CRM flexibility by allowing personalized data structures.
  • Improves data organization and relevance to specific business processes.
  • Facilitates international business operations with language code support.
  • Boosts productivity by enabling activity and note tracking within custom entities.
  • Simplifies entity management through integration with Dynamics 365 solutions.

Description

Create a custom entity. See the documentation

Parameters

8 parameters

NameTypeDescription
solutionIdrequiredstring

Identifier of a solution

displayNamerequiredstring

The name of the new entity. E.g. Bank Account

primaryAttributerequiredstring

The primary name attribute of the new entity. E.g. Account Name

languageCodeinteger

The language code to use for the entity

additionalAttributesobject

An array of objects representing attributes to add to the custom entity. See the documentation for more information about formatting attribute objects

descriptionstring

A description of the new entity

hasActivitiesboolean

Set to true if the new entity has activities

hasNotesboolean

Set to true if the new entity has notes

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