Customer Lookup in MSCRM 2011 RRS feed

  • Question

  • Hi All,

    I have a question. MS CRM 2011 case form has a field called customer where you can choose either Account or Contact record in a single lookup.

    Is it possible to build a same single lookup attribute in custom entity to choose either a contact or a account record.

    Thanks in advance.



    Wednesday, August 24, 2011 12:57 PM


  • Hi,

    In CRM 2011 this is not possible to have a multiple type lookup that allows you to select Account or Contact, either you can create your entity as Activity and it will automatically contains few multiple lookup fields like one allwo you to choose from customer or account,  or you have to create separate lookup fields for Account and Contact.

    Jehanzeb Javeed

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    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    • Proposed as answer by Jehanzeb.Javeed Wednesday, August 24, 2011 1:10 PM
    • Marked as answer by Ravi Kumar T Thursday, August 25, 2011 8:30 AM
    Wednesday, August 24, 2011 1:10 PM