Learn how to extend your Dynamics 365 data model by creating custom entities (now called tables) to store business-specific information that doesn't fit into the standard out-of-the-box entities.
Log in to your Dynamics 365 environment. Click the gear icon ⚙️ in the top-right corner and select Advanced Settings. Then, navigate to Settings > Customizations.
In the Customization area, click on Customize the System. This will open the default solution, which contains all the components of your environment.
In the solution explorer on the left, expand Components if it isn't already, and then click on Entities. In the main window, click the New button on the toolbar.
Fill in the required fields for your new entity. Key fields include Display Name (e.g., 'Project'), Plural Name (e.g., 'Projects'), and the schema Name (which will be auto-generated with your publisher's prefix). Also, choose the Ownership type (User or Team, or Organization).
Under the Primary Field section, you can define the display name and properties for the main text field that will be used to identify records of this entity. By default, it's named 'Name'.
Once you have configured all the necessary properties, click the Save icon. After saving, you must publish your changes for them to become active. Click the Publish button on the main entity list toolbar or Publish All Customizations at the top of the solution explorer.
Best Practices for Custom Entities
Before creating entities, map out your data structure and relationships. This helps avoid rework and ensures your model is scalable and efficient.
Always work within a custom solution with a unique publisher prefix. This prevents naming conflicts with system entities and makes your customizations easily identifiable.
After creating a new entity, users won't be able to see or interact with it until you grant them privileges. Remember to update the relevant Security Roles.
Instead of using 'Publish All Customizations' every time, publish only your specific solution or the individual entity you worked on. This is faster and reduces the risk of publishing unfinished work.
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