如何创建类型“客户”的字段在Dynamics CRM 2011？ [英] How to create a field of type "Customer" in Dynamics CRM 2011?

问题描述

有一个自定义实体 E 。我想在 E 上添加一个查询字段，这是对联系人或帐户类型的记录的引用（即客户/派对）

There is a custom entity E. I would like to add a lookup field on E, a reference to a record of type Contact or Account (that is, a Customer/Party).

例如，案例实体上有这样一个字段， customerid （类型客户）。

For example, there is such a field on the Case entity, "customerid" (of type Customer).

替代方法（我将在简单SQL数据库中执行）将是添加两个字段：ref_contact，ref_account。

The alternative (which is what I would do on a 'plain' SQL database) would be to add two fields: ref_contact, ref_account.

提前谢谢！

推荐答案

您无法创建多个查找字段CRM中的实体。默认情况下，CRM有两个特定的多实体查询：Customer和PartyList。有关详细信息，请查看本文。

you can't create lookup field to multiple entities in CRM. By default CRM has two specific multi-entity lookups: Customer and PartyList. Check this article for details.

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