Create Your Mock Invoice Template for NPOs Effortlessly

Mock invoice template for NPOs

[Music] [Music] welcome back to the course this is module three at this point we now have a logo at the top of our Microsoft Dynamics 365 instance and we are ready to begin customization the very first thing we have to do is catalog the entities that we need to create there are certain things that simply do not exist in Microsoft Dynamics 365 and before we can begin to customize those entities that already exist such as contacts that have relationships to things like households or contacts their relationships things like programs or volunteers and things like that before we can do any of those things we have to create those entities now for those of you that are technical out there an entity is also known as a table in a database and that's precisely what you're doing when you create entities in Microsoft Dynamics 365 you're actually modifying what we call the schema of the database of the underlying SQL database you're creating new tables that will hold new sets of data it's a very powerful item to have your disposal and so we encourage you to use it lightly and however this is a step by step so we're just going to go through those steps we can talk about in different courses perhaps or through conversation while taking the course we can talk it through as to when it makes sense to create entities and when it doesn't so if you remember back to module 1 we determined that in fact there were one of the most important aspects programs and when you think about it programs is sort of at the very top in a way I guess you could say because programs represent all of the information that neighbourhood Assistance Programs wants to sort of look up to in other words there will be things happening at neighborhood assistance programs and they'll be happening in relationship to a program very often and that can happen in several levels and I'll put up a sort of a graphic to explain this but the idea is that if you have something like let's say a person attending a class well the person has an attendance to a class there's a relationship but we know that the class will need to have a relationship to a specific program or else neighbourhood assistance programs will have a hard time understanding how many classes each program has had and how many people have attended each class and therefore how many people have attended each program so all of the information in terms of categorization is revolving around program so I think that you could say especially reflected in the title of the organisation that neighbourhood assistance programs is probably one of the most important entities to create and this is another thing to understand because I use the word top meaning it's at the highest level that a lot of activity is going to look up to it it should be virtually the first entity that you create because you won't be able to create other entities that look up to it if it doesn't exist right it needs to exist first it needs to be created first so we will do that the way that you do that is relatively simple in this particular application you click settings and you go to customizations you'll spend a lot of time in there and you click customize the system this is a point-and-click interface Microsoft Dynamics 365 as well as Salesforce and others are very good at removing the obligation to be a programmer that's one of the key things of this new century in terms of constructing solutions and software is that you don't have to be the kind of programmer that you had to be maybe ten years ago [Music] [Music]