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dynamics-crm-2011dynamics-crmcrm

Make default primary required field into a lookup


When creating a new entity, a new form is automatically created for you where it automatically is given 2 fields, name and owner. For the name field, it is possible to make that into a lookup?


Solution

  • No, the primary field can only be of the type Single Line of Text.

    When creating a new entity, you cannot select other types:

    Primary Field Data Type

    This does not stop you from changing the requirement level of the primary field to None and creating your lookup field.