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create Multiple Target Record Type for Field

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Posted on by farbodkain

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hi, i using dynamics 365 crm on-premise and want to create lookup field for my custom entity and give my user this ability to choose lookup in two other entity.something like below:

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farbodkain 355 on at

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RE: create Multiple Target Record Type for Field

thanks for your reply. i understand what your suggestion and its worked but i want to have one field like "Customer" data type which enable user to choose between two entity and search and select.
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Marco.P 2,405 on at

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RE: create Multiple Target Record Type for Field

Hi,

I suppose you don't need a customer field so that's what i'do if i were you:

you can create the two lookup relationships, then you can make them appear based on user choice by using a business rule.

Example:

Custom Entity A relationships with B and C

then on form of entity A, make B and C field hidden and add on optionset field to let users choose lookups' type.

Configure a business rule such as:

if *optionset Field* = A then show field A and Hidden field B and viceversa.

Hope it helps,

Marco