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How do I add new field in Microsoft CRM

Hello all,
I am trying to add a new field in the Lead form. My boss would like to see information in a Query from the leads table called Publication, I work in the printing bussiness. Anyway I tried to add a field and it only lets me add predefined fields, so I believe I need to change one of those presets to the Publication fiels. But I dont know where to do that.

There is a field called Exchange Rate that I would like to change to Publication.

I am very new with this program.

Thanks

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t-joe

If I understand you correctly, you want to create a relationship between the Lead entity and the custom entity Publication. You must first create the relationship between the two, then add it as a field to the Lead form. MSCRM will then automatically create a lookup field towards publications where you can select which publication to want to connect the Lead to.

To create the relationship you have to consider what type of relationship it is. MSCRM supports one-to-many and many-to-many relationships. This is like standard database modelling. If your company is gathering leads for selling publications, I guess a one-to-many relationship between Lead and Publication will suffice. In that case, go to Settings -> Customizations -> Customize entities -> Lead -> N:1 relations and click New. Choose your Publication entity as Primary Entity.

If the relation you want is the other way around, you create a new 1:N instead. And if you want a N:M relationship you can create one of that type.

When you have saved the relation shiip, add the resulting field to the form and save it, then publish the Lead and Publications entities from the customize entities screen.

Good luck! let me know if you have other questions.

troy93955

ASKER

Thank you very much, that worked great.