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Creating custom entity to replace Account

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  • 1.  Creating custom entity to replace Account

    SILVER CONTRIBUTOR
    Posted 4 days ago
    The account entity does not model what our business consider to be an account. If I create an entity 'Client' and link contacts, activities etc to this instead of account, will there be any functionality I lose as a result of not using Account?

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    Pete Axtell
    Winton
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  • 2.  RE: Creating custom entity to replace Account
    Best Answer

    SILVER CONTRIBUTOR
    Posted 4 days ago
    Pete,

    At the end of the day, it really depends on your customer's business needs.  But Accounts and Contacts are so central to the Dynamics 365 model, I would try to avoid replacing it if possible.  Just check out how many related relationships there are related to the Account entity (Settings > Customizations > Entities > Account) , and you will see there is a lot tied out-of-the-box to this Entity (well over 100 1:N, N:1 and N:N relationships).  And then consider how many delivered forms it appears on, and how many views, charts, reports, etc.  You would likely find an awful lot of clean-up work trying to remove Accounts from everywhere it pops up in Dynamics 365.   Delivered Account Hierarchy functionality would be lost.  If you plan to use SharePoint connector, most select the Account or Contact centric folder structure - so that is another option you might find limiting if you go with a custom entity.   I think the more you dig in, you will find that replacing the delivered Account entity with a similar entity will be very difficult.

    You mentioned that it does not model what your business considers an Account.  Is it possible to extend the delivered Account entity either by adding fields or adding a related table, to provide the additional information you need?


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    Patrick O'Donnell | VP - Business Development, the Americas
    mscrm-addons.com
    Patrick.ODonnell@mscrm-addons.com
    Atlanta GA
    770 781 8260 Cell
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  • 3.  RE: Creating custom entity to replace Account

    SILVER CONTRIBUTOR
    Posted 4 days ago
    Will stick with accounts and hide the fields we don't need. Thanks.

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    Pete Axtell
    Winton
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