How to create data type owner field

(1) Share

Report

Posted on by Community Member

Hi,

I am trying to create the same field as ownerID, the data type being owner where you can select user or team. I cant do it when selecting the datatype when creating a new field.

How do i do it?

thanks

sachin

*This post is locked for comments

I have the same question (0)

All responses (14)

Answers (1)

Suggested answer

Shahbaaz Ansari 6,211 on at

Like (0)

Report

In entity you can select user and cretae a field same as owner

Was this reply helpful? Yes No
Suggested answer

Michel van den Brink 4,697 on at

Like (1)

Report

Hello,

This is a special field type which can only be created by Dynamics internally. It is not available as type when creating a custom Lookup field.

When you create an entity and configure it to be User/Team based, the Owner field will be created automatically.

Was this reply helpful? Yes No
David Jennaway 14,065 on at

Like (1)

Report

Unfortunately you can't do this. CRM allows custom fields of type Customer (which can be contact or account), but doesn't allow custom fields of type Owner

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Hey there,

in that case you have to use Search as type and link it to the User Entity.

Then you are able to select a user.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Hi Michel,

So essentially you get one per entity. and you cant create additional ones? anyway around this? you would think MS would allow you create the it.

Thanks for your help.

Sachin

Was this reply helpful? Yes No
Michel van den Brink 4,697 on at

Like (0)

Report

Hello Sachin,

Yes, you get one Owner field per entity. There's not real way around it.

The security model is based around this field, it would be quite a lot of effort for Microsoft to add more customization for this type of field.

As an alternative, you could create two fields, one Lookup to User and another to Team.

I'm not sure if that's helpful for your scenario, perhaps you could elaborate on that?

Was this reply helpful? Yes No
Suggested answer

Shahbaaz Ansari 6,211 on at

Like (0)

Report

If you want user lookup you can add it like above

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Hi Michel,

Yes, what I would like to do is in the case entity. the owner of the case will stay the same but that person can 'Assign' the case to someone or team. I want to create a new field called 'Assigned To' which does what the owner field did. I thought about your suggestion to have two fields, but trying to avoid being messy. Maybe have a rule to hide the field which has not been populated.

It is also possible to then assign the case to another person or team which means further fields being created. trying to avoid lots of fields being created and ease of use for the end user.

thanks

Sachin

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Hi Shahbaaz,

This wouldn't work if I want to have the ability for the user to select the user and team.

thanks

Sachin

Was this reply helpful? Yes No
Suggested answer

Michel van den Brink 4,697 on at

Like (1)

Report

Hey Sachin,

The 'Owner' field on the Case entity is meant to contain who is assigned to the Case.

All the 'Assign To' buttons and processes in Dynamics 365 use the 'Owner' field. The Owner field is already that Assigned To field you'd like to have.

If you want to have a separation of concerns by having a real 'Case Manager' or 'Person Responsible' in addition to who is actually working on the Case, I would suggest creating an extra lookup field to User, and call it something like 'Case Manager' and simply relabel the 'Owner' field to 'Assigned To'

More commonly in such a scenario, you could work with Queues. If you create a queue where all the Cases go into, your service reps could be assigned to the the Queue items and the original Owner would remain on the Case.

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customer-service/set-up-queues-manage-activities-cases

Was this reply helpful? Yes No