Skip to main content

Notifications

Microsoft Dynamics CRM (Archived)

adding the entity primary key to a form

Posted on by Microsoft Employee

I have created a new entity and I am trying to add the primary key to a new form of that entity but despite me publishing the form and the fields numerous times, its not giving me the option to add the primary key to the form and i cant see it already added. The primary key field is called OrdersID.  I am definitely within the right entity and i can add new fields but i cannot see the primary key field anywhere.


Essentially I am trying to do a form that replicates the "Orders" entity but make it much simpler and useful to my company - I don't want to just edit the "orders" entity, its easier to start from scratch.

I just want it so i can have a field like in Cases / Faults e.g. "CAS-00170-L0B8J9",  but if possible if we could replace the "CAS" with "ORD".

 

I am using Dynamics CRM 2016 onsite version.

 

Any help will be greatly appreciated.

*This post is locked for comments

  • Suggested answer
    Joe Gill Profile Picture
    Joe Gill on at
    RE: adding the entity primary key to a form

    Hi Rob,

    Not too much point putting the ID on the form as it is a GUID and not very user friendly.

    I would suggest adding a custom field to the entity and using an auto number solution, such as Celedon, to  populate this on creation with a unique user friendly number

    celedonpartners.com/.../celedon-autonumber-solution-for-dynamics-crm

    hth

    Joe

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,253 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,188 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans