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How to tell if column is used in form, and what form

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Posted on by CraigH2022

Hello All -

We are in the process of migrating an on-prem instance of CRM to the cloud, and part of what we are needing to do is identify a lot of the customizations that we've made over the years. It is easy enough to identify custom columns and tables - and we've written some queries to pull information about these items from the metadata schema, but one thing we have not been able to find in the database is whether or not a custom column is actually used in a form in the application, and if so what form(s) include that column.

If you try to remove a field (column) in CRM and it is used in a form, the application stops you and reports a dependency. So it seems clear that the data exists somewhere. What we are hoping to find is a list of all of the columns actually used in forms.

Basically the purpose of this is to get an idea of the level of effort needed to remove obsolete custimizations.

thanks in advance.

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ChadAlt 367 User Group Leader on at

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RE: How to tell if column is used in form, and what form

Hey Craig,

Bipin mentioned a third-party tool to find dependencies, but you can also do this natively from within a solution. Simply open a solution in the Maker Portal, find and select the column, then click "Advanced" > "Show Dependencies". This will bring up a list of everything using this column, including forms, workflows, business rules, etc. I have noticed that cloud flows do not show up in this list, and JavaScript will only show here if the columns were selected as dependencies. But for sure every form will show here.

Hope this helps!

Chad Althaus

Senior Functional Consultant

Stoneridge Software
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Bipin D365 28,964 Super User 2024 Season 1 on at

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RE: How to tell if column is used in form, and what form

Hi,

Please check Dependency identifier tool in xrmtoolbox to identify the Dependency .

www.xrmtoolbox.com/.../