{"id":2986,"date":"2016-06-06T17:38:01","date_gmt":"2016-06-06T12:08:01","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=2986"},"modified":"2016-06-06T17:38:01","modified_gmt":"2016-06-06T12:08:01","slug":"commencement-of-customer-type-field-in-dynamics-crm-2016-update-1","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2016\/06\/commencement-of-customer-type-field-in-dynamics-crm-2016-update-1\/","title":{"rendered":"Introduction of Customer type field in Dynamics CRM 2016 Update 1"},"content":{"rendered":"<p style=\"text-align: justify;\"><strong>Introduction:<\/strong><\/p>\n<p style=\"text-align: justify;\">For years we came across various fields similar to lookup fields but with data types such as customer and activity party which did look like lookup fields and also their functionality has been designed on the conceptual architecture of the lookup field. These type of fields were only present out of the box in Dynamics CRM, and no custom fields of type customer or activity party could be made. But with the commencement of first update to Dynamics CRM 2016 there is now provision to create custom customer type field.<\/p>\n<p style=\"text-align: justify;\">In the previous versions of Dynamics CRM we did come across customer type of fields several times. So we are quite familiar with the architecture and behaviour of such fields for example consider the Company Name (parentcustomerid) field on the contact entity form.<a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2016\/06\/customer-type-field-1.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-2987\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2016\/06\/customer-type-field-1.png\" alt=\"customer type field\" width=\"601\" height=\"153\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Here you can chose either account or contact<a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2016\/06\/lookup-record-2.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-2994\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2016\/06\/lookup-record-2.png\" alt=\"lookup record \" width=\"488\" height=\"284\" \/><\/a><\/p>\n<p style=\"text-align: justify;\"><strong>Working:<\/strong><\/p>\n<ul style=\"text-align: justify;\">\n<li>A custom customer type of field can be created in the similar manner as of other fields just go to <strong>Settings -&gt; Customizations<\/strong> in the CRM then select an entity for which you want to create a custom field. While setting the data type for the field you can find the Customer data type as shown below:<a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2016\/06\/customer-type-field-3.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-2988\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2016\/06\/customer-type-field-3.png\" alt=\"customer type field\" width=\"578\" height=\"388\" \/><\/a><\/li>\n<\/ul>\n<ul style=\"text-align: justify;\">\n<li>When we create a normal lookup field a single relationship is created between two entities as shown below. This relationship can be viewed in 1:N relationship of Primary entity and in N:1 relationship of Related entity. The lookup to the primary entity is created on the related entity form.<a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2016\/06\/relationship-name-4.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-2993\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2016\/06\/relationship-name-4.png\" alt=\"relationship name \" width=\"602\" height=\"372\" \/><\/a><\/li>\n<\/ul>\n<p style=\"text-align: justify;\">\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0Similarly while creating a customer type of field you will see a relationship being created for Account as well as Contact entity.<a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2016\/06\/customer-type-field-Dynamics-CRM-5.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-2989\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2016\/06\/customer-type-field-Dynamics-CRM-5.png\" alt=\"customer type field Dynamics CRM\" width=\"602\" height=\"415\" \/><\/a><\/p>\n<ul>\n<li style=\"text-align: justify;\">\u00a0The same relationships can be viewed at the N:1 side of the Related Entity(Promotional Offer) as shown below:<a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2016\/06\/many-to-many-relationship-6.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-2991\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2016\/06\/many-to-many-relationship-6.png\" alt=\"many to many relationship\" width=\"602\" height=\"106\" \/><\/a><\/li>\n<\/ul>\n<p style=\"text-align: justify;\">\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 And also at the 1:N side of both the Primary entities i.e. Account and Contact you find the same relationship created.<a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2016\/06\/one-to-many-relationships-7.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-2992\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2016\/06\/one-to-many-relationships-7.png\" alt=\"one to many relationships\" width=\"602\" height=\"89\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">\u00a0Thus by placing the customer type field on any of the entity form, one can make full use of the customer type field as per convenience.\u00a0<a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2016\/06\/customer-type-field-in-crm-91.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-3150\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2016\/06\/customer-type-field-in-crm-91.png\" alt=\"Customer type field in dynamics CRM\" width=\"659\" height=\"260\" \/><\/a><\/p>\n<p style=\"text-align: justify;\"><strong>Conclusion:<\/strong><\/p>\n<p style=\"text-align: justify;\">Thus by making creation of custom customer type field possible one could see a wide scope in field customizations in near future and also we can expect other such out of the box(OOB) datatypes to be made available for creation of custom fields.<\/p>\n<p style=\"text-align: justify;\">Before moving to the next post, have a look at our new productivity add on <a href=\"http:\/\/www.inogic.com\/product\/productivity-pack\/click-2-clone-microsoft-dynamics-crm-records\" target=\"_blank\" rel=\"noopener noreferrer\">Click2Clone<\/a> : Clone your Dynamics CRM records in 1 click.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: For years we came across various fields similar to lookup fields but with data types such as customer and activity party which did look like lookup fields and also their functionality has been designed on the conceptual architecture of the lookup field. These type of fields were only present out of the box in\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2016\/06\/commencement-of-customer-type-field-in-dynamics-crm-2016-update-1\/\">Read More: Introduction of Customer type field in Dynamics CRM 2016 Update\u2026 &raquo;<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[25],"tags":[375,464,465],"class_list":["post-2986","post","type-post","status-publish","format-standard","hentry","category-dynamics-crm-2016-update-1","tag-creating-a-customer-type-of-field","tag-customer-type-field-dynamics-crm-2016-update-1","tag-customer-type-field-in-dynamics-crm"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 4.9.8 - aioseo.com -->\n\t<meta name=\"description\" content=\"Introduction: For years we came across various fields similar to lookup fields but with data types such as customer and activity party which did look like lookup fields and also their functionality has been designed on the conceptual architecture of the lookup field. 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