Summary

Microsoft CRM includes many powerful features, but we think that the ability to create custom entities and custom data relationships through a Web-based administration tool ranks as one of the more important features. Custom entities allow you to easily track additional types of information related to your customers, and they behave almost identical to the default system entities. Understanding how Microsoft CRM structures entity relationships will help you plan and map your system to ensure a smooth implementation. The site map in Microsoft CRM lets you reconfigure almost every area of the application navigation (Web client and Outlook client) to hide or show the entities and links that make the most sense for your users.