Add custom fields to Account entity in Dynamics 365 Sales Enterprise

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Posted on by Tim Bee

Hi lovely forum members!

I'm a noob developer/system configurer preparing a CRM for a company in Dynamics 365 Sales Enterprise.

We need some additional information added to the Account entity, which the standard columns don't cover. This seems like it should be obvious (apologies for being a noob!), but the MS-provided training modules don't seem to cover it.

Additional columns required are:

Registered number (text field)
Country of incorporation (this can be different to the country in which the account operates) (country option drop-down list if possible, allowing only selection of country names for this field, e.g. USA, Canada etc)
Source - drop down options, gives the option to provide the source of the Account, whether via their website enquiry form or from a referral partner - which then allows to search for and link the Partner record (Partner will be set up as a custom entity, which would be linked to the Account using this method)

Thank you in advance!

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Moximox 2 on at

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Hi

Yes it is a very easy task. Recommended approach is to do changes in a separate dev environment into an unmanaged solution which you then export to your uat and prod as managed solution.

When you have created your solution you simply add the tables you require to developed - in this case account. You go to the column section and add the required fields.

docs.microsoft.com/.../create-edit-entities-solution-explorer

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Amit Katariya007 10,409 Super User 2025 Season 2 on at

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Hello Tim,

You can implement above 3 requirements.

1. Create a Single line of text(It this field has non number values). If it does not have the non number value then you can use the whole number field.

docs.microsoft.com/.../types-of-fields

2. Then For the Country you can create a drop down(option set) field or Lookup field.

3. For this one you will have to work with dependent Lookup fields because from one lookup field you will show the related data in another lookup field.

If you are thinking to filter the lookup data by using the drop down list then it will be very difficult to implement.

microsoft-business-applications.hcltech.com/.../

Thank you,

Amit katariya

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Community Member on at

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Hi Tim Bee,

According to the description of the case, I did the following test

Create Registered number field

Create Country of incorporation field

Select option set and set the content of options.

Create Source field

I suggest you to use sub-grid to achieve. Here I am using the contact entity, you can replace it with the partner entity.

1.Create 1:N relations between Account and Contact

2.Create a view that you want to display.

3.Add Tab and sub-grid.

Select related entities and views

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Tim Bee 15 on at

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Thanks Steve, your answer was really helpful. It took me a while to locate the classic view to achieve this, and I'm still working on the final on the final point connecting a new custom entity, but your answer and pictures were what I needed! Thanks!

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