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Which entities are customizable?

  • Artikkeli

Dynamics 365 Customer Engagement (on-premises) has 271 entities; of these, 98 entities are customizable. Any custom entities that you add are also customizable. Creators of managed solutions can use managed properties to select whether to enable customization of entities in their solutions. The specific customizations that are allowed for customizable entities are defined by other properties.

EntityMetadata properties that control customization

The following entity metadata properties define what types of customizations any entity will support.

Property Description
IsCustomizable Specifies whether an entity allows customization.
IsRenameable Specifies whether you can change the display name for an entity in the application.
CanBeRelatedEntityInRelationship Specifies whether you can add a lookup attribute to an entity to establish a custom entity relationship.
CanBePrimaryEntityInRelationship Specifies whether you can set the entity to be the primary entity in a custom entity relationship.
CanBeInManyToMany Specifies whether the entity can participate in a many-to-many custom entity relationship.
CanCreateForms Specifies whether you can create custom forms for the entity.
CanCreateCharts Specifies whether you can create charts for the entity.
CanCreateViews Specifies whether you can create views for the entity.
CanCreateAttributes Specifies whether you can create attributes for the entity.
CanModifyAdditionalSettings Specifies whether any other entity properties not represented by a managed property can be changed.

Fully customizable entities

The following table lists the entities that support all the customization capabilities. Any custom entities you add will support the same capabilities.

  • Account
  • Campaign
  • CampaignActivity
  • CampaignResponse
  • Competitor
  • Connection
  • Contact
  • Contract
  • Email
  • Fax
  • Goal
  • Incident
  • Invoice
  • InvoiceDetail
  • Lead
  • Letter
  • List
  • Opportunity
  • OpportunityProduct
  • PhoneCall
  • Product
  • QueueItem
  • Quote
  • QuoteDetail
  • SalesLiterature
  • SalesOrder
  • SalesOrderDetail
  • ServiceAppointment
  • SystemUser
  • Task
  • Territory

Customizable entity properties

The following table lists the customizable entities and the values for the entity metadata properties that control customizations.

DisplayName IsCustomizable CanBeInManyToMany CanBePrimaryEntityInRelationship CanBeRelatedEntityInRelationship CanCreateAttributes CanCreateCharts CanCreateForms CanCreateViews CanModifyAdditionalSettings IsRenameable
Account True True True True True True True True True True
ActivityMimeAttachment True False False False False False False False True False
ActivityPointer True False False False False True False True True True
Annotation True False False False False False False True True False
Appointment True True True True True True False True True True
BulkOperation True False False False False True False True True True
BusinessUnit True True True True True False True True True True
Campaign True True True True True True True True True True
CampaignActivity True True True True True True True True True True
CampaignResponse True True True True True True True True True True
Competitor True True True True True True True True True True
CompetitorAddress True False False False False False False False True False
Connection True True True True True True True True True True
ConnectionRole True False False False False False False False True True
Contact True True True True True True True True True True
Contract True True True True True True True True True True
ContractDetail True True True True True False True True True True
ContractTemplate True False True False False False False False True True
CustomerAddress True True True True True False True True True True
CustomerOpportunityRole True False False False False False False False True False
Discount True True False False False False False False True False
DiscountType True True True False False False False False True False
DuplicateRule True False False False False False False False True False
DuplicateRuleCondition True False False False False False False False True False
Email True True True True True True True True True True
EmailServerProfile True False True True False False False False True False
Equipment True True True True True False True True True True
Fax True True True True True True True True True True
FieldPermission True False False False False False False False True False
FieldSecurityProfile True False False False False False False False True False
Goal True True True True True True True True True True
GoalRollupQuery True True True True False True False True True True
ImportMap True False True False False False False False True False
Incident True True True True True True True True True True
IncidentResolution True False False False False False False False True True
InternalAddress True False False False False False False False True False
Invoice True True True True True True True True True True
InvoiceDetail True True True True True True True True True True
KbArticle True True True True True True False True True True
KbArticleTemplate True False True False False False False False False False
Lead True True True True True True True True True True
LeadAddress True False False False False False False False True False
Letter True True True True True True True True True True
List True True True True True True True True True True
Mailbox True False True True True True True True True False
MailMergeTemplate True True True True True False True True True True
Metric True True True True False True False True True True
Opportunity True True True True True True True True True True
OpportunityClose True False False False False False False False True False
OpportunityProduct True True True True True True True True True True
OrderClose True False False False False False False False True False
Organization True False False False False False False False True False
PhoneCall True True True True True True True True True True
PriceLevel True True True True True True True True True False
ProcessSession True False False False False False False True True False
ProcessStage True False True True False False False False True False
ProcessTrigger True True False False False False False False True False
Product True True True True True True True True True True
ProductPriceLevel True True False False False False False False True False
Publisher True False False False False False False False True False
Queue True True True True True False True True True True
QueueItem True True True True True True True True True True
Quote True True True True True True True True True True
QuoteClose True False False False False False False False True False
QuoteProduct True True True True True True True True True True
RecurringAppointmentMaster True True True True True True False True True True
Report True False False False False True False True True True
ReportCategory True True True True True False True True True False
Resource True False False False False False False False True False
ResourceGroup True False False False False False False False True False
ResourceGroupExpansion True False False False False False False False True False
Role True False True False False False False False True False
RolePrivileges True False False False False False False False True False
RollupField True False False False False False False False True True
SalesLiterature True True True True True True True True True True
SalesOrder True True True True True True True True True True
SalesOrderDetail True True True True True True True True True True
SavedQuery True False False False False False False False True False
SavedQueryVisualization True False False False False False False False True False
Service True False True False False True False True True False
ServiceAppointment True True True True True True True True True True
SharePointDocumentLocation True True True True True False True True True True
SharePointSite True True True True True False True True True True
Site True False True False False False False False True False
Solution True False False False False False False False True False
Subject True False True False False False False False True False
SystemUser True True True True True True True True True True
Task True True True True True True True True True True
Team True True True True True True True True True False
TeamTemplate True False False False False False False False False False
Template True False False False False False False True True True
Territory True True True True True True True True True True
TransactionCurrency True True True False False False False False True True
UoM True True True False False False False False True False
UoMSchedule True False True False False True False True True False
UserQuery True False False False False False False False True False
UserQueryVisualization True False False False False False False False True False
Workflow True False True False False False False False True False

See also

Using Managed Properties
Customize Entity Metadata
Create a Custom Entity
Change Entity Icons
Change Entity Messages
Sample: Create and Update Entity Metadata