Lisa is a CRM Administrator at Acme Ltd and wishes to add a field for primary contact on the Competitor entity, as their company wishes to keep a track of the primary contacts for their competitors. This can either point to a contact or an account in their CRM system. Earlier, we had to create two different fields for contact and customer:
The following are the steps Lisa can perform to accomplish this requirement:
- Navigate to
Settings|Customization|Customize the System:
- Expand
Competitor|Fields:
- Click a new field and select
Data TypeasCustomer. ClickSave and Closeonce done.Customeris a new custom field type available in CRM 2016, which can point to both a contact as well as an account entity:
- Navigate to
Competitor|Forms, add the newly addedPrimary Contactfield type, and drag it onto a suitable area in the form:
- Click
Saveand thenPublish.
Now, Acme Ltd can use a single field on a Competitor entity to select either a contact or an account...