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Session Id :
Microsoft Dynamics CRM (Archived)

Remove name and owner fields from an entity and its form in CRM

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Posted on by 347

I want to remove the name field from the form, but it is not allowing me to delete it from the form as well as the fields even after I have made it optional. Is there a way to remove the owner and name fields from the form? as well the fields

The entity I have just has some fields which are options sets and Name is not required to be filled in the form at all

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  • Verified answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    Regarding other fields that you marked as optional - try to close form editor, publish entity where you changed level of fields and open it back. I believe you will be allowed to remove fields that you marked as optional.

    Regarding owner easiest way - just make that field hidden. If you anyway want to remove field from form - export solution, unarchive it, open customizations.xml and remove owner field from form layout, save it, put it back to archive and import it back to CRM.

  • Suggested answer
    Mahendar Pal Profile Picture
    45,095 on at

    Hi,

    Name is primary field and assuming your entity is user or team owned so you can't delete these fields, why don't you simply setup business rule to set default value in name fields and hide them ??

    Thanks

  • TNS Profile Picture
    1,197 on at

    Hi Vicky..

    If you dont require the Name field ... just hide it.. by unchecking its visibility...

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