Record Type functionality in D365 CRM

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Posted on by Zeshan Khan

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Hello All,

Is there any feature in Dynamics 365 something like 'RECORD TYPE' as we have in Salesforce. In Salesforce, Record types let you offer different business processes, picklist values, and page layouts to different users.

As I know, we can create multiple forms and can set security profiles on forms. But do we have record type which will just a OptionSet & based on selected value my assigned form will be displayed to the use. Or can I go with Custom work as I create an Entity which will hold one OptionSet with two values say 'FINANCE' and 'HR'. If Finance is selected then I will open a form which will be for FINANCE & if HR is selected I will redirect user to the HR form. Is this a good idea to copy how Salesforce is redirecting user to the correct page layout?

Regards,

Zeshan Khan

CRM Consultant

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MihirShah 4,036 on at

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In Dynamics you would assign a security role to the user and also enable the correct form for that role. So a finance user will have a finance security role and will only see the finance form.

If a user needs to see both the form than you can either give access to both the forms and the user can manually toggle or do customization's for the user to select which form they want to see on load.

Hope this helps.

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Zeshan Khan 185 on at

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Thanks Mihir.

But I think you couldn't read my whole message. I know what Dynamics provides. Record Type is not in Dynamics CRM like we see in Salesforce. It is more advanced please read if you have interest in Salesforce.

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Dynamics Pawan Kumar on at

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Hi Zeshan,

I am also from the salesforce background and I understand your questions. Even I am also looking for this solution in Dynamics CRM. did you get any solution/workaround for the same? If Yes, please share me your idea/solution. Thanks.

Regards,

Pawan Kumar

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Shannakae 5 on at

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Hi, i am also a former SF user, and am wondering how i would create something similar to a "record type" in Dynamics. For example, i have two very different types of Account types, 1 for my vendors and 1 for my clients. Very different information for both. I dont necessary need to see all the fields from my vendors on my client record and vice versa. Is there a way to do this in Dynamics simply? I am brand new to Dynamics so maybe it is super simple and i am missing it, but i want to make sure i set things up for success so i need to know how to set the entities up correctly. Is there a way to copy the original account entity and edit it and save it as say, "Vendor Account" then edit the fields accordingly then do the same for a "Client Record"?

Thanks for the help, i may just need to look at it a different way and am open to solutions. I do not write code so please do not suggest any sort of coding. : )

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kayastah 5 on at

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Shannakae, did you find an answer to your question? I too am new to Dynamics and have the exact challenge : need to have multiple flavours of Accounts : a customer, a dealer, a partner, an installer.

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gdas 50,091 Moderator on at

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There is no OOTB Record Types features available in dynamics by which you can display different forms . However you could define custom pick list field to identify the record type. To display different fields in the forms based on record types, I think you could design single forms with sections and tab. You can show/hide tab ,section based on record types field using JS customization.

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