Dynamics CRM: Is there any way to change the Requirement Level of a System Required attribute?

abaines used Ask the Experts™
Hi folks

We are attempting to use the Incident entity in CRM as the basis for an internal helpdesk.  Because it will be internal, we have no real use for the 'system required' attribute Customer (or customerid), as this points to external contacts rather than the CRM Users we will be logging calls by.

I was hoping to change the Requirement Level by exporting the customization, amending the requiredlevel tag, and importing.  This didn't work, and I now think I was looking at it a bit too simplistically there because there are system relationships that I was not thinking of.

So: can this be done?  Or should I just populate the customerid attribute with a dummy record and hide it?

Thanks in advance
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Chief Technology Ninja
Distinguished Expert 2018
Hi abaines,
I would suggest leave it on the UI itself.
Create a default customer record
Provide read only access to Customer Entity to everyone
Make the field the customer field on the form and by default populate it with the script.


Thanks Chimnay

I had been hoping to avoid clogging up the form with too may additional fields but I have taken your advice and it seems to be working fine
Chinmay PatelChief Technology Ninja
Distinguished Expert 2018

You are welcome.

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