Skip to main content

Notifications

Community site session details

Community site session details

Session Id :
Dynamics 365 general forum

OOB entities or Custom

(0) ShareShare
ReportReport
Posted on by 267

Hi All, I am new in D365, just 2 months old, so i am just struggling with things to do and to understand how everything works like entities, roles, portals, plugins, workflows and bluh bluh bluh.....

I am creating one project for learning "work shop management" and i will try my best to do all common operations in this small project what D365 developers do in their all project i know every project is different :)

i have following entities

1) WorkShop
2) WorkShopTypes ( IT, MEDICAL......)
3) User ( for all user whether trainer, student, trainer assistant, ROLEID would tell me whether it is student, trainer or train assistant)
4) Role ( Role would define user type)
5) Material ( material for workshop uploaded by trainer)

I am confused should i create all custom entities or can i use some OOB for this learning project? like i thought following

1) WorkShop (custom entity)
2) WorkShopTypes ( i can use PRODUCT OOB entity OR should i create custom entity)
3) User ( should i use CONTACT or USER OOB entity OR should i create custom entity)
4) Role ( should i create new roles for trainer, student and trainer assitant OR should i create custom entity)
5) Material ( custom entity)

Thank you

  • zaub Profile Picture
    267 on at
    RE: OOB entities or Custom

    Thank you so much sir !!

  • Verified answer
    MihirShah Profile Picture
    4,036 on at
    RE: OOB entities or Custom

    Hi,

    1) WorkShop (custom entity) - Yes
    2) WorkShopTypes ( i can use PRODUCT OOB entity OR should i create custom entity) - Custom or a Global Option set on the Workshop entity
    3) User ( should i use CONTACT or USER OOB entity OR should i create custom entity) - User is normally a person using the Dynamics 365 application. Student / Trainer attending the Work shop can be Contacts. Companies attending can be Accounts.
    4) Role ( should i create new roles for trainer, student and trainer assitant OR should i create custom entity) - Copy the existing Sales Person security role and customize it.
    5) Material ( custom entity) - Custom

    Hope this helps.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 294,095 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 232,866 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,158 Moderator

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans