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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / List of Mandatory Fiel...
Customer experience | Sales, Customer Insights,...
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List of Mandatory Fields for CRM Out of Box

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Posted on by Community Member

Team,

We would like to know what list of fields usually comes with the dynamics 365 crm out of box. 

e.g. may be customer name , email ,etc ? 

Regards,

Nick 

  • Suggested answer
    gdas Profile Picture
    gdas 50,091 Moderator on at
    RE: List of Mandatory Fields for CRM Out of Box

    Hi , 

    You can get those list from XRMToolBox metadata document generator. 

    pastedimage1581102338202v6.png

    Go to the tool and load entities -

    pastedimage1581102119082v1.png

    Once entity loaded , select the entities and choose the Include requirement level. Then give file path to generate the document.

    pastedimage1581102208005v2.png

    You will get the excel like below for each entities -

    pastedimage1581102307255v5.png

  • Suggested answer
    Gilmeyer Profile Picture
    Gilmeyer on at
    RE: List of Mandatory Fields for CRM Out of Box

    Hi,

    You can use the following article docs.microsoft.com/.../about-entity-reference  to view out of the box entities and default attributes of each entity.

    This can also be handy carldesouza.com/.../.

    Thanks

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