了解 Common Data Service 中的實體Understand entities in the Common Data Service

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Common Data Service 可讓您在一組標準和自訂實體內安全地儲存和管理資料。The Common Data Service allows you to securely store and manage data within a set of standard and custom entities. 實體是一組用來儲存資料的欄位,類似於資料庫中的資料表。An entity is a set of fields used to store data similarly to a table within a database. 儲存資料之後,您可使用 Microsoft PowerApps 以您的資料建置豐富的應用程式︰After your data is stored you can use Microsoft PowerApps to build rich applications using your data:

  • 將資料匯入標準或自訂實體中。Import data into standard or custom entities.
  • 建立自訂實體以支援您的案例和應用程式。Create custom entities to support your scenario and application.
  • 將自訂欄位新增至需要其他資訊的標準實體。Add custom fields to standard entities where additional information is needed.
  • 如同處理其他來源中的資料般,輕鬆地將標準和自訂實體併入到您正在開發的應用程式中。Incorporate standard and custom entities into an app that you're developing as easily as you would with data in other sources.
  • 利用生產力增益集從 Microsoft Excel 和 Outlook 存取您的資料。Leverage the productivity add-ins to access your data from Microsoft Excel and Outlook.
  • 對標準和自訂實體使用角色型安全措施,以保護您組織內的資料。Secure your data within your organization using role-based security against standard and custom entities.
  • 包含預先定義之資料 (例如國家/地區、稱呼或貨幣) 的挑選清單。Include picklists of predefined data, such as Country, Salutation, or Currency.
  • 利用實體和欄位名稱的翻譯,提供資料和應用程式的全球支援。Provide global support for your data and applications by leveraging translation of entity and field names.

每個實體中皆包含使用者可以建立、讀取、更新及刪除的一組記錄。Each entity contains a set of records that users can create, read, update, and delete. 您可以建立實體之間的關聯性,讓您可以根據某個實體中的記錄查閱另一個實體中的資訊。You can create relationships between entities so that you can look up information in one entity based on a record in another entity. 例如,您可以建立自訂實體來追蹤客戶已參與的事件。For example, you could create a custom entity to track events which a customer had attended. 藉由將「客戶」當作查閱欄位新增至自訂實體,您可建立兩個實體之間的關聯性,進而運用於您的應用程式和報告。By adding the Customer to your custom entity as a lookup field, you establish a relationship between the two entities which can be leveraged in your app and in reporting.

如需使用 Common Data Service 購買方案的詳細資訊,請參閱價格資訊For information on purchasing a plan for using the Common Data Service, see Pricing info.

為何使用實體?Why use entities?

Common Data Service 內的實體 (標準和自訂),可為您的資料提供安全和以雲端為基礎的儲存體選項。Entities within the Common Data Service, both standard and custom, allow a secure and cloud-based storage option for your data. 這些實體可讓您為資料建立商業導向定義,以便使用於您的應用程式。Entities allow you to create a business-focused definition of your data for use within your apps. 如果您不確定實體是否是您的最佳選擇,請考慮以下優點︰If you're not sure if entities are your best option, consider these benefits:

  • 易於管理- 中繼資料及資料都儲存在雲端中。Easy to manage - Both the metadata and data are stored in the cloud. 您不必擔心如何儲存的細節。You don't need to worry about the details of how they're stored.
  • 可輕鬆共用- 您可以輕鬆地與同事共用資料,因為 PowerApps 會管理權限。Easy to share - You can easily share data with your colleagues because PowerApps manages the permissions.
  • 可輕鬆保護 - 系統會安全地儲存資料,只有經由您授權的使用者才能看見。Easy to secure - Data is securely stored so that users can see it only if you grant them access. 角色型安全性可讓您控制組織內不同使用者的實體存取權。Role-based security allows you to control access to entities for different users within your organization.
  • 豐富的中繼資料 - 直接在 PowerApps 中利用資料類型和關聯性。Rich metadata - Data types and relationships are leveraged directly within PowerApps. 比方說,定義欄位類型 URL,您的資料便會在您的應用程式中呈現為超連結。For example, defining a field type URL will present your data as a hyperlink within your app.
  • 生產力工具 - 在 Microsoft Excel 和 Outlook 的增益集中可取得實體以提高生產力,並確保可以存取您的資料。Productivity tools - Entities are available within the add-ins for Microsoft Excel and Outlook to increase productivity, and ensure your data is accessible.
  • 挑選清單 - 包含來自一組豐富標準挑選清單的挑選清單,以在您的實體和應用程式中提供快速下拉式清單。Picklists - Include picklists from a rich set of standard picklists to provide quick drop downs within your entities and apps.

標準和自訂實體Standard and custom entities

當您開發應用程式時,您可以使用標準實體、自訂實體,或兩者。When you develop an app, you can use standard entities, custom entities, or both. 如果標準實體可以在您的應用程式中提供特定的用途,您應該使用它,而非開發相同用途的自訂實體。If a standard entity can serve a particular purpose in your app, you should use it rather than developing a custom entity that does the same thing. 如果標準實體提供的用途有若干變更,您可以新增欄位以符合您的需求。If a standard entity would serve a purpose with a few changes, you can add fields to suit your needs.

  • Common Data Service 預設提供標準實體。The Common Data Service provides standard entities by default. 這些實體是遵照最佳做法設計而成,以擷取最常見的組織概念,例如連絡人、帳戶和產品。These are designed, in accordance with best practices, to capture the most common concepts for an organization, such as Contacts, Accounts, and Products. 如需完整實體清單,請參閱標準實體For a full list of entities, see Standard entities.
  • 您可以藉由建立一或多個自訂實體來儲存貴組織獨有的資訊,以擴充標準實體的功能。You can extend the functionality of standard entities by creating one or more custom entities to store information that's unique to your organization. 如需詳細資訊,請參閱如何建立自訂實體For more information, see How to create a custom entity.

注意︰可能的話,請使用標準實體 (視需要新增自訂欄位)。Note: If possible, use standard entities (with custom fields added, if required). 這麼做將確保您未來可受益於運用這些實體的新功能或應用程式。This will ensure that you can benefit from new features or apps that leverage these entities in the future.

欄位Fields

每個欄位都有名稱、顯示名稱、資料類型,以及一些簡單的驗證。Each field has a name, display name, data type, and some simple validation. 例如,資料類型包括文字日期數字Data types include, for example, text, date, or number. 驗證可確保例如在實體需要下必填欄位會包含資料,且記錄是唯一的。Validation ensures that required fields contain data and records are unique if the entity requires them to be. 每個欄位可分為三種類別︰系統欄位、標準欄位或自訂欄位。Every field falls into one of three categories: system fields, standard fields, or custom fields.

自訂欄位System fields

所有實體,無論是標準或自訂,在建立後都會有一組唯讀欄位,且您無法變更、刪除或設定其值。All entities, whether standard or custom, are created with a set of read-only fields that you can't change, delete, or set to a value. 如需詳細資訊,請參閱系統與記錄標題欄位For more information, see System and record title fields. 以下是最重要的系統欄位︰These are the most important system fields:

  • 記錄建立日期 - 記錄的建立日期與時間。Created Record Date - The date and time when a record was created.
  • 建立者 - 建立記錄的使用者。Created By - The user who created the record.
  • 記錄修改日期 - 最近一次修改記錄的日期與時間。Modified Record Date - The date and time when a record was most recently modified.
  • 上次修改者 - 最近一次修改記錄的使用者。Last Modified By - The user who most recently modified the record.

標準欄位Standard fields

每個標準實體都包含一組您無法變更或刪除的預設欄位。Each standard entity contains a set of default fields that you can't change or delete. 如需實體與欄位的清單以及挑選清單,請參閱 標準實體For a list of the entities and their fields, and a list of the picklists, see Standard entities.

自訂欄位Custom fields

您可以在標準實體或自訂實體中建立自訂欄位。You can create custom fields in either a standard entity or a custom entity. 您必須指定名稱、顯示名稱,以及每個自訂欄位的資料類型。You must specify the name, display name, and data type of each custom field. 如需完整的支援類型清單,請參閱實體欄位資料類型For a complete list of supported types, see Entity field data types.

查閱關聯性Lookup relationships

如果實體間的關聯性定義為 [查閱] 資料類型的欄位,您便能夠在實體的記錄之間巡覽。You can navigate between records in entities if they have a relationship that's defined as a field of the Lookup data type. 若要建立查閱關聯性,請在某個實體中新增一個資料類型為 [查閱] 的欄位,並指向您要查閱資訊的實體。To create a lookup relationship, add a field of data type Lookup in one entity, and point to the entity in which you want to look up information. 如需詳細資訊,請參閱透過查閱欄位建立實體關聯性For more information, see Entity relationships via lookup field.

標準實體Standard entities

如需實體與欄位的清單以及列舉清單,請參閱 標準實體For a list of the entities and their fields, and a list of the enumerations, see Standard entities.

功能群組Functional group 說明Description
客戶服務Customer Service 案例服務實體會管理您客戶的問題,包括追蹤、升級,以及文件管理。The Customer Service entities manage issues from your customers, including tracking, escalation, and documentation.
基礎Foundation 基礎實體包含與幾乎每個其他實體群組相關的資訊。The Foundation entities contain information that is relevant to nearly every other entity group. 此群組包含如 [地址] 和 [貨幣] 等實體。This group contains entities such as Address and Currency.
人員、組織及群組People, Organizations, and Groups 這些實體包含一組您可以互動的多種人員與組織,包括員工、約聘人員、捐贈者、義工、粉絲、校友與家族等。These entities encompass a rich set of people and organizations that you might interact with, including employees, contractors, donors, volunteers, fans, alumni, and families.
採購Purchasing 採購實體可讓您建立購買解決方案。The Purchasing entities let you create purchasing solutions.
銷售專線Sales 銷售實體可讓您建立端對端解決方案,範圍從追蹤潛在客戶和機會、到透過連絡人進行追蹤、接受與傳遞訂單,一直到傳送發票。The Sales entities let you create end-to-end sales solutions, from tracking leads and opportunities, to following through with contacts, accepting and delivering orders, and sending invoices.

開始使用Get started

請試著建立使用標準實體的應用程式,或建立自訂實體,然後建立使用該實體的應用程式Try it out by creating an app using a standard entity or create a custom entity, and then create an app that uses that entity.

隱私權注意事項Privacy notice

透過 Microsoft PowerApps 常見資料模型,我們可以在診斷系統中收集和儲存自訂實體和欄位名稱。With the Microsoft PowerApps common data model we collect and store custom entity and field names in our diagnostic systems. 我們使用這個知識來改善客戶的常見資料模型。We use this knowledge to improve the common data model for our customers. 建立者所建立的實體和欄位名稱有助於我們了解 Microsoft PowerApps 社群中常見的案例,並確認服務的標準實體涵蓋範圍中的落差 (例如與組織相關的結構描述)。The entity and field names that Creators create help us understand scenarios that are common across the Microsoft PowerApps community and ascertain gaps in the service’s standard entity coverage, such as schemas related to organizations. Microsoft 不會存取或使用這些實體之相關資料庫資料表中的資料,亦不會在資料庫佈建區域以外的區域複寫此資料。The data in the database tables associated with these entities is not accessed or used by Microsoft or replicated outside of the region in which the database is provisioned. 但請注意,自訂實體和欄位名稱可能會跨區域複寫,並會根據我們的資料保留原則進行刪除。Note, however, the custom entity and field names may be replicated across regions and are deleted in accordance with our data retention policies. Microsoft 致力於保護您的隱私權,如信任中心 (英文) 的詳細說明所述。Microsoft is committed to your privacy as described further in our Trust Center.