Use the Category entity to categorize Customer Engagement (on-premises) records
Categorizing entity records helps you tag the records so that you can easily search them. Use the
Category entity to create and manage a hierarchical structure of categories in Customer Engagement (on-premises), and then associate entity records to one or more categories.
This feature was introduced in CRM Online 2016 Update 1 and CRM 2016 Service Pack 1 (on-premises).
A category can have multiple child categories, but a child category can have only one parent category. Deleting a parent
Category record automatically deletes all its child records and entity associations. You define a parent category for a category using the
Category.SequenceNumber attribute to programmatically define the display order for categories in the hierarchy. When you a add a new category using the web client, it is automatically added after the last category in the hierarchy. You can also use the
Category.CategoryNumber attribute to programmatically set or update a number for category to help you easily distinguish a group of categories. Category number can be set to any value programmatically, but is automatically set when you create a category using the web client based on the auto-numbering prefix specified by the administrator for categories in the web client (Settings > Administration > Auto-Numbering > Categories tab).
You can associate
Category records with system and custom entity records by using relationships and connections. A category record can be associated with different entity records. For example, you can programmatically associate a
Category record with an
By default, there is a many-to-many relationship available between the
KnowledgeArticle entity, and the entity record associations are stored in the
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