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Owner type lookup fields

Posted on by 52

I need to have multiple owner type lookup fields on an entity. Is there a way we can achieve such kind of lookup

Basically i need to have a lookup which can hold either User Or Team

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  • VarunKumar17 Profile Picture
    VarunKumar17 52 on at
    RE: Owner type lookup fields

    Thanks for your reply.

    We are already doing that but wanted to optimize by having a single attribute.

    Anyways thanks for all the replied. wanted to be sure that its not possible before i say this to the client :)

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Owner type lookup fields

    Then simple answer - you will not be able to do it in supported way and I don't know any unsupported ways.

    Good luck.

  • VarunKumar17 Profile Picture
    VarunKumar17 52 on at
    RE: Owner type lookup fields

    I am not looking for owners

    I want lookups which are similar to owner example user or team

  • Verified answer
    ashlega Profile Picture
    ashlega 34,475 on at
    RE: Owner type lookup fields

    You can't - the closest you can possibly get is create a custom entity, copy both user and team names there, then use it for the lookup. Will need a plugin to maintain that entity (whenever a user/team is created/updated/deleted, the plugin should update/create/delete a corresponding custom entity record)

  • Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,203 on at
    RE: Owner type lookup fields

    Hi Varun,

    You can create 5 User Lookup and You can place them in your entity and name them as Onwer 1, Owner 2...Owner 5.

    Thanks,

    Shahbaaz

  • VarunKumar17 Profile Picture
    VarunKumar17 52 on at
    RE: Owner type lookup fields

    Basically i need 5 lookup fields which is of a type user or team

  • Suggested answer
    Preeti Sharma Profile Picture
    Preeti Sharma 2,678 on at
    RE: Owner type lookup fields

    Hi,

    It is not possible with OOB CRM. You have to customize it.

    Please see below links:

    social.microsoft.com/.../how-to-add-entries-in-lookup-record-in-crm-2011

    community.dynamics.com/.../71164

    simplicitypoint.wordpress.com/.../creating-a-multi-entity-lookup-in-crm-2011

    Hope this helps:)

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