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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Creating Custom Fields...
Service | Customer Service, Contact Center, Fie...
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Creating Custom Fields for Accounts & Contacts

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Posted on by Donna at Leschenaul... 5

Can we easily create custom fields or change field labels in Customer Service Accounts & Contacts?

We are small not for profit group, new to Dynamics 365, who purchased 1year subscription  of Customer Service Professional for 4 users; thinking will be great for our team initially as basic CRM, but to evolve as we become more sophisticated with our ability/use of features/functionality

Thanks,

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    Community Member Profile Picture
    Community Member on at

    Hi partner,

    You can go Settings > Customizations > Customize the system > Entities > Account/Contact >Fields.

    pastedimage1625735817801v1.png

    pastedimage1625735879512v2.png

    Clicking New button to create new custom fields.

    pastedimage1625735933590v3.png

    Also, if you want to change the label of field in the form, you can navigate to Forms and open one form you need.

    pastedimage1625736801655v7.png

    Double-click one field to open 'Field Properties' dialog, then change label.

    pastedimage1625736894900v9.png

    Test Result:

    pastedimage1625736980253v10.png

    Note: The user need be assigned security roles of "System Administrator" & "System Customizer", then the user can access customizations,

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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