View or edit entity information
Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016
You can view all the information, or properties, associated with an entity, but you can only edit selected properties. This is because many of the properties associated with an entity are set when it is created. The editable properties associated with an entity vary depending on the type of entity you are working with.
Make sure that you have the System Administrator or System Customizer security role or equivalent permissions.
Check your security role
Follow the steps in View your user profile.
Don’t have the correct permissions? Contact your system administrator.
Go to Settings > Customizations.
Choose Customize the System.
Under Components, expand Entities, and then click or tap the entity you want to view or edit information for.
Information about that entity is displayed, and it appears on two tabs:
General. Use this tab to edit some or all of the properties (depending on the entity) listed in the following table.
Option
Comments
Note (includes attachments)
Select this to create a relationship with the Note entity, and add a note control to the entity form. This allows users to make annotations for each record.
Activities
Select this to create a relationship with activity entities, and add an associated view to the entity. This allows you to track activities like phone calls, emails, and tasks.
Connections
Select this to permit ad hoc connections between a record in this entity and records in other entities.
Sending email (if an email field does not exist, one will be created)
Select to add the Send Direct E-mail button to the main ribbon tab for the entity.
Mail merge
Select this to allow this entity to be used in a mail merge.
Document management
This allows you to track documents on SharePoint that are associated with a record in Dynamics 365. More information: Set up SharePoint integration with Dynamics 365
Queues
Select this to use this entity in queues.
Duplicate detection
Select this to detect duplicates for this entity. This feature notifies you of identical records in Dynamics 365, and allows you to resolve them.
Auditing
Select this to track changes made to your business data.
Dynamics 365 for phones
Select this to display and use this entity in Microsoft Dynamics 365 for phones.
Reading pane in Dynamics 365 for Outlook
Select this to display records in the reading pane in Dynamics 365 for Outlook.
Offline capability for Dynamics 365 for Outlook
Select this to let users create, read, update, or delete records while offline.
Primary Field. On this tab, the only editable property is Description.
Controls. On this tab, you can change the default control for an entity field or view. Many out-of-box controls are available that render field values in a visualization, such as a linear slider or arc knob. More information: Use custom controls for data visualizations
Publish your customizations:
To publish customizations for only the component you are currently editing, on the nav bar or in the Navigation Pane, click or tap the entity you have been working on, and then click or tap Publish.
To publish customizations for all unpublished components at one time, in the Navigation Pane, click or tap Entities, and then on the Actions toolbar, click or tap Publish All Customizations.
Important
Any time you change user interface elements or implement form scripts for an entity, you must publish changes to apply them. Any customizations that change the data schema of Dynamics 365 such as custom entities, relationships, or fields are applied immediately.
Installing a solution or publishing customizations can interfere with normal system operation. We recommend that you schedule a solution import when it’s least disruptive to users.