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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Adding field to "Leads...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Adding field to "Leads" form

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Posted on by DELDYN 582

Hi,

 

I created a new table in dataverse with display name = Service Category and with only one primary column field called Category Name

 

I went to standard “Leads” table and created also a field called service Category.

 

And on the new “service category” table i created many-many relationship between it's “category name” and the new field  “service category” in the leads table

 

And i added the field on the Leads form as component. It currently appears as a table in the form instead of drop down, how to make it appear as drop down?

 

Also now when creating the lead from the UI, the service category component (new field) doesn't appear until i click save. I want it to appear when creating the lead and i want it to appear as mandatory,  but again i don't want it to appear as table but rather as drop down.

Categories:
Microsoft Dynamics CRM
  • Suggested answer
    11manish Profile Picture
    11manish 1,617 Super User 2026 Season 2 on at

    Your requirement appears to be one Service Category per Lead.

    Therefore:

    Do not use a many-to-many relationship. Create a Lookup column on Lead pointing to the Service Category table.

    Then set the lookup to Business Required and add that lookup column directly to the Lead main form.

    That will give you a selectable lookup/dropdown during Lead creation, without requiring the Lead to be saved first.

    N:N relationship → subgrid/table
    Lookup column → selectable lookup control

    That distinction is the key to solving both of your issues.

  • DELDYN Profile Picture
    DELDYN 582 on at

    Hi 11manish,

     

    I don't want it as a choice field, i want it as a table.

    Cause this new table will have another child table in the future

    So how to leave it as a table, but still make it mandatory and make it appear as a drop down and make it appear while creating the lead and not after saving?

     

     

    So the table service category could have values like

    Microsoft Licenses

    Staff Augmentation

     

    And in the future the child table will have more details with 2 fields like:

    Staff Augmentation,AI Engineer

    Staff Augmentation, front end developer

    Microsoft Licenses, D365 CRM

     

    ..etc

     

    It's like the main category the lead is interested in and the future table will show more details about that category the lead is interested in. That's why i want the service category as a table for now

     

     

    And it can be multi select

    So one lead can be interested in both staff augmentation and Microsoft Licenses

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