Multi-Entity/Table lookup in Dynamics 365 CRM

Introduction:

Recently, Microsoft introduced the multi-entity/table lookup field which was one of the most awaited features. Previously it was only available for the OOB customer lookup field; for example, the customer field has contact and account for selection in the customer lookup field. In this release of Dynamics 365 CRM, it is now possible to create a lookup field that has a multi-entity/table. For example, for Retailer custom entity, we want to assign a Distributor and Distributor is lookup up field. Here, we want to assign Distributor to either Account, Contact or Lead entity. Earlier, in such cases we would have created three lookup fields with these entities and show/hide lookup field based on other options set field. But with recent release, it is now possible to create lookup field with multiple entities. So here we have created only one lookup field with Account, Contact and Lead entity. However, currently it can be done only programmatically but in the future it will…

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