Customer Lookup behavior for any custom entity in MSCRM 2016

Microsoft Dynamics CRM has out of box feature for system entities such as case, lead and opportunity entities contained

a field that represents a customer (account or contact).

MSCRM 2016 has released new customization feature of customer field to any system or custom entity to tract the customer information as you need.

  • The procedure to create customer field from the customization detail steps as below.
  • Navigate to settings à customization à open any custom entity
  • Customer look up will create with N : 1 relationship to Account and Contact.

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  • Approval is a custom entity and placed with the customer field, now you can able to see Look for as Account/contact

      which is similar to out of box functionality.

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