Create and edit entities in Common Data Service

Before you create a custom entity, evaluate whether using an existing entity will meet your requirements. More information: Create new metadata or use existing metadata?

There are two designers you can use to create an entity:

Designer Description
PowerApps portal Provides an easy streamlined experience, but some special settings are not available.
More information:
Tutorial: Create a custom entity that has components in PowerApps
Create and edit entities using PowerApps portal
Solution explorer Not as easy, but provides for more flexibility for less common requirements.
More information Create and edit entities using solution explorer

Note

You can also create entities in your environment using the following:

Entity options not available in the PowerApps portal

Information in this topic will help you choose which designer you can use. You can use the PowerApps portal to create the entity unless you need to address any of the following requirements.

  • Control the customization prefix

    Part of the name of any custom entity you create is the customization prefix. This is set based on the solution publisher for the solution you’re working in. If you care about the customization prefix, make sure that you are working in an unmanaged solution where the customization prefix is the one you want for this entity. More information Change the solution publisher prefix.

  • Create organization-owned entity

    By default, the PowerApps portal will create User or Team owned entities. Use solution explorer to set ownership to Organization. More information: Entity ownership

  • Create an activity entity

    An activity entity is a special kind of entity that tracks actions for which an entry can be made on a calendar. More information: Activity entities.

  • Change the icons for a custom entity

    By default, all custom entities in the model-driven apps have the same icons. You can create image web resources for the icons you want for your custom entities. More information: Change icons for custom entities.

  • Change any of the following properties that can only be enabled:

    Option Description
    Activities Associate activities to records for this entity.
    Business process flows Create business process flows for this entity. More information: Create a business process flow to standardize processes
    Connections Use the connections feature to show how records for this entity have connections to records of other entities that also have connections enabled.
    Feedback Let customers write feedback for any entity record, or rate entity records within a defined rating range. More information: Enable an entity for feedback/ratings
    Notes Append notes to records for this entity. Notes include the ability to add attachments.
    Queues Use the entity with queues. Queues improve routing and sharing of work by making records for this entity available in a central place that everyone can access.
    Sending email Send emails using an email address stored in one of the fields for this entity. If a Single Line of Text field with format set to email doesn’t already exist for this entity, a new one will be created when you enable sending email.
  • Change any of the following properties:

    Option Description
    Access Teams Create team templates for this entity.
    Allow quick create After you have created and published a Quick Create Form for this entity, people will have the option to create a new record using the Create button in the navigation pane. More information: Create and design forms

    When this is enabled for a custom activity entity, the custom activity will be visible in the group of activity entities when people use the Create button in the navigation pane. However, because activities don’t support quick create forms, the main form will be used when the custom entity icon is clicked.
    Areas that display this entity In the web application choose one of the available sitemap areas to display this entity. This does not apply to model-driven apps.
    Auditing When auditing is enabled for your organization, this allows for changes to entity records to be captured over time. When you enable auditing for an entity, auditing is also enabled on all its fields. You can select or clear fields that you want to enable auditing on.
    Change Tracking Enables data synchronization in a performant way by detecting what data has changed since the data was initially extracted or last synchronized.
    Color Set a color to be used for the entity in model-driven apps.
    Document management After other tasks have been performed to enable document management for your organization, enabling this feature allows for this entity to participate in integration with SharePoint.
    Duplicate Detection If duplicate detection is enabled for your organization, enabling this allows you to create duplicate detection rules for this entity.
    Enable for mobile Make this entity available to the Dynamics 365 for phones and tablets apps. You also have the option to make this entity Read-only in mobile.

    If the forms for an entity require an extension not supported in Dynamics 365 for phones and tablets apps use this setting to ensure that mobile app users can’t edit the data for these entities.
    Enable for phone express Make this entity available to the Dynamics 365 for phones app.
    Mail merge People can use this entity with mail merge.
    Offline capability for Dynamics 365 for Outlook Whether data in this entity will be available while the Dynamics 365 for Outlook application is not connected to the network.
    Reading pane in Dynamics 365 for Outlook Whether the entity will be visible in the reading pane for the Dynamics 365 for Outlook app.
    Use custom Help When enabled, set a Help URL to control what page users will see when they click the help button in the application. Use this to provide guidance specific to your company processes for the entity.

See also

Create and edit entities using solution explorer
Tutorial: Create a custom entity that has components in PowerApps
Edit an entity
Developer Documentation: Create a custom entity