Understanding Entities, Forms and Fields in D-365 CRM

Microsoft Dynamics 365 (D-365) CRM is suitable to any business needs like ecommerce, retail, healthcare, Insurance or Banking to store customer data or business information in meaningful way. D-365 CRM can streamline any sales process, turn complex business process for customer services into easier business process flows and also helps guide the business users in their daily tasks in number of ways. D-365 CRM brings power of MS Power BI along to Store -> Analyse-> Interpret ->Make meaningful reports and insights. 

Most commonly used Modules in D-365 CRM

• Sales
• Customer Service
• Marketing
• Finance & Operations

^{Entities or Tables –}

An entity is like table in database. It stores data with attributes and its types at single location i.e Table. Common entities in Sales module are Contact, Account (Organisation), Activities, Leads, Opportunities, Orders, Etc. Common entities in marketing module are Contact, Account (Organisation), Activities, Case, Queue.

^{Forms in D-365 CRM}

Forms in CRM are used to View, Edit and Create records in the CRM entities or tables. There are different types of forms as below- 

Main form- These forms are used to provide an user interface which allows user to CREATE/READ/UPDATE any record in the table.

Quick View Form – A quick view form is used to view associated, additional information about any record. It can be added on to another form as a quick view control. This allows users to view other entity record’s info on the same form without navigating to a different record.

Adding Quick view form from the Solution, as above.

Quick view form from the UI, as above.