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New entity or customisation of the Account entity? RRS feed

  • Frage

  • I am new to MS CRM and need to add details about a large number of shools.  I am not sure wheather I should create a new custom School entity with the specific attributes that I need, or wheather to use the Account entity and add attributes to it. 

    If I use the account entity then is is possible to customise it to add the schools and also preserve the original for entering details of other account types (i.e. some form of cloning and customisation of the cloned Account entity).  If I do use the Account entity then how do I prevent users from entering data into fields that I don't want them to use?  Is is sufficient to remove them from the form?

    What are the advantages and disadvantages of creating a new entity or customising an existing one.

    Thanks for your help.

    Dienstag, 21. September 2010 08:14

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