SwiftRM is a deployment option for Microsoft Dynamics CRM that is quick and easy to set up and start using. It allows you to set up a custom entity that fits your business model.
When setting up SwiftRM to optimize it for your business, you first choose 5 custom fields to flesh out the usual fields for Contacts, such as:
- Education Level
- Membership Status
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Then, in addition to the typical Account fields (ie: Company Name, Industry) you choose 5 custom Account fields, for example:
- Company History
- Annual Budget
- Office Locations
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Finally, after specifying custom fields in Contacts and Accounts, you also create a personalized Custom Entity that comes with 10 custom fields unique to your organization.
What is a custom entity? The short answer is it can be anything you want it to be! Depending on your industry and your business objectives, you may want to track any number of things to help run your organization better.
Custom entities provide additional information about your ACCOUNTS (Companies) or CONTACTS (People). Your custom entity is often used to track what your company offers to clients or customers, allowing you to see which products your clients have. However, you could take any approach to custom entities.
40 Industry-Specific Examples of Custom Entities
Commercial Real Estate Custom Entities
Buildings, Tenants, Leases, Commissions
Wealth Management Custom Entities
Legal Instruments, Portfolio Accounts, Assets and Liabilities, Credit Check, Financial Plans
Cattle Company Custom Entities
Animals, Lifecycle, Pairings, Retirement
Insurance Agency Custom Entities
Policies, Carriers, Rates, Commissions
Technology Service Provider Custom Entities
RFP, Projects, Tasks, Milestones, Equipment
Entertainment Broadcasting Custom Entities
Scripts, Production Schedules, Distributors, Ads
Education Services Custom Entities
Classes, Class Topics, Teachers, Students
Healthcare Custom Entities
Patients, Medications, Insurance Coverage, Medical History
Food Manufacturer Custom Entities
Samples, Distributors, Recipes, Ingredients Inventory
Engineering & Construction Custom Entities
Health and Safety, Real-Time Incident Capture, Asset Tracking
3 Ideas For the 10 Custom Fields in a Custom Entity:
Insurance Agency Custom Entity: Policies
In this example, an insurance agency would use their custom entity to keep track of the arrangements they have made with a CONTACT or ACCOUNT. Each of these fields could be a drop down from which the agent could choose the Automobile or Life insurance policy their client has.
1. Short-Term Disability
5. Long Term Care
6. Personal Health
7. Critical Illness
Education Services Custom Entity: Class Topics
In this example, a school is keeping track of which classes a student (CONTACT) is enrolled in or has been enrolled in. The field could be Yes/No (the student has taken the course), a grade percentage, or a letter grade.
1. Business Foundations
3. Ethics in Business
4. Human Resources
5. Financial Skills
9. Information Technology
10. New Media
Construction Custom Entity: Equipment Tracking
In this example, the construction equipment leasing company is using their custom entity to track which pieces of equipment are being rented by certain ACCOUNTS. These fields could be a number – the quantity of each machine on loan to an Account.
2. Air Compressors
4. Boom Lifts
5. Scissor Lifts
6. Articulating Booms
7. Vertical Mast Lifts
8. Backhoe Loaders
10. Wheel Loaders
The possibilities really are endless, if there is something unique to your business that you want to track, a custom entity in SwiftRM could be just what you need. Click here to sign up!
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