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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to create a lookup...
Microsoft Dynamics CRM (Archived)

How to create a lookup field that looks up to different entities

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Posted on by Victor Onyebuchi 410

Hi All,

I want to to create a custom field that look up to two different entities   e.g The below field is created and its looking up the account  and contact entity

44527.Capture.PNG

Please someone help me out. Thanks 

 pls look at the above.

Thanks 

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  • Verified answer
    Arun Vinoth Profile Picture
    Arun Vinoth 11,615 Moderator on at

    Customer lookup is a special datatype points to Account or Contact. Microsoft gave us the option to create this special datatype in our entities.

    Whereas any other entities cannot be bind with this datatype or similar can be created by us.

    If your entity could be a type of activity (custom activity) then "Regarding" lookup is another special attribute can hold multiple entity types in single field. This field can never be created in any entity unless it's a custom activity & system will give the OOB Regarding lookup for you.

  • Victor Onyebuchi Profile Picture
    Victor Onyebuchi 410 on at

    Thanks @arun

  • Victor Onyebuchi Profile Picture
    Victor Onyebuchi 410 on at

    Hi Arun Vinoth , how does the system know the exact entity to lookup to, since it i looking up both account and contact at the same time ??

  • Suggested answer
    Arun Vinoth Profile Picture
    Arun Vinoth 11,615 Moderator on at

    From UI when you type/search in lookup all the records from both Account & Contact will be suggested, you can filter by record types + views.

    ledgeviewpartners.com/.../dynamics-crm-2016-new-customer-field

    From javascript code you have to mention entityType while assigning values.

  • Victor Onyebuchi Profile Picture
    Victor Onyebuchi 410 on at

    Thanks Arun Vinoth !!

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