web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested Answer

List of Mandatory Fields for CRM Out of Box

(0) ShareShare
ReportReport
Posted on by

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 

I have the same question (0)
  • Suggested answer
    Gilmeyer Profile Picture
    on at

    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

  • Suggested answer
    gdas Profile Picture
    50,091 Moderator on at

    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

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 70 Super User 2025 Season 2

#2
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 33 Most Valuable Professional

#3
Daniyal Khaleel Profile Picture

Daniyal Khaleel 32 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans