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Is it better to create a new field or edit a standard field in DCRM 365? (Ex. Relationship Type and Industry fields) Both of these are what we are looking for but we would need to remove and add info to each. What is the best practice? Create brand new fields and remove these from the Form or manipulate these current system fields?
Create a new field for industry and Add your options to it
Hello,
It depends on the field that you need. As for the recommendation, it is always better to look first if there is similar existing field that can be used rather than creating new one.
You should consider if the existing field is used in the OOB reports, charts, views... if this is the case, it is better to create new field.
In addition, take into consideration if there is a lot of difference between the existing values and the ones you need, if this is the case, go with a new field.
Hi,
I would say the best practice is not to change a OOB field to do something that it was not design for.
The reason why is because if you start storing data in the OOB field and 2 years down the road you need to start using that OOB field. Now you will need to create a new field and copy the data from the OOB field to the new field.
Use the OOB field base on what it is used for and create a new field when need.
It will save you a lot of time down the road.
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André Arnaud de Cal...
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