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Microsoft Dynamics CRM (Archived)

Remove Customer Field from Case Entity

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Posted on by 365

I there a way to remove the Customer field from the Case Entity? The customer field is a system field,

This is causing issues as we have created a many to many relationship between account and contact. (Note this is a many to many via a custom entity, not a straight many to many relationship).

If it is not possible to remove the customer field on the case screen is a valid work around to

1. hide the customer field

2. Add a new Contact and Account fields to the case screen

3. Populate hidden Customer field using JavaScript to the new Contact or Account field.

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  • Suggested answer
    Aric Levin - MVP Profile Picture
    30,190 Moderator on at

    You cannot remove the Customer field from the Case Entity.

    If your requirements need you to have both the Contact and Account field visible on the form, then your workaround will work as you suggested.

    Hope this helps.

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