Create custom field replicating the functionality of system field.

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I want to create 2 custom fields with the same functionality as the Owner field in a Lead. Later I intend to use these fields for reporting. I am new to Dynamics 365 so have no idea how to do this.

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LuHao 40,892 on at

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Hi unaseerb,

Strictly speaking, the Owner field is of type "Owner", and each entity can only have one field of type "Owner", which means that it is impossible to create a second field of type "Owner".

The Owner type is characterized by the fact that it can be a two-entity lookup field, both User entity and Team entity. In your scenario, we only need it as a user.

So, we can create two more lookup fields of User entity for Lead entity.

Go to Settings > Customizations > Customize the System, expand Entities > Lead > Fields, new.

Select Data Type as Lookup, Target Record Type as User.

Then add these fields to the Lead form.

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Community Member on at

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Awesome! this is exactly I was looking for.

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BYRNE BABY BYRNE 20 on at

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If you would like to build out customized fields you need to go into settings>customize the system

You then will need to select your field activity and then go into the form editor. Within the form editor on the right hand side you will see a button that says new field

You can create the field and specify auditing, search capabilities, required or not and also owner if that is what you are looking for in the type of information for that field.

Thanks!

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