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.

image

  • 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.

image

About Apps Now

Apps Now offers latest reads on Microsoft Technologies and Business Applications in an easily understandable and digestible manner for you to drive some mileage out of it. Keep following Apps Now to learn new technologies and best coding practices.

See more blogs from Apps Now

No Comments

Add a Comment

  1. (max length 2000)
  2. captcha refresh captcha
Please Wait