Which entities are customizable?

  • Article

 

Applies To: Dynamics CRM 2013

Microsoft Dynamics CRM 2013 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.

In This Topic

EntityMetadata properties that control customization

Fully customizable entities

Customizable entity 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

Use managed properties
Customize entity metadata
Create a custom entity
Modify the icons for an entity
Modify the messages for an entity
Sample: Create and update entity metadata