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.
- 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.