Skip to main content

Notifications

Announcements

No record found.

Customer experience | Sales, Customer Insights,...
Suggested answer

List of Mandatory Fields for CRM Out of Box

Posted on by Microsoft Employee

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 50,085 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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans