Solved

CRM 4.0 Creating a New Attribute

Posted on 2014-02-13
3
398 Views
Last Modified: 2014-02-13
I need to create an attribute for the account record that allows you to lookup user ids.
I have done this before but its been years and I cant remember :(
I have a field on the account record currently... called sales agent and it is a lookup of all of my crm users.  
I need to create another field just like that called service rep and it would also be a lookup of all of the users of our crm...
When I create a new attribute "lookup" is not a type available to me..
I believe, I have to create a mapping from the relationship (user - Account)  but I need to create the "service rep" field first.   RIGHT??

So my question is when I first create the new attribute, what "Type" do I choose?
Thanks
0
Comment
Question by:KAOSS
  • 2
3 Comments
 
LVL 29

Accepted Solution

by:
Feridun Kadir earned 500 total points
ID: 39856375
You must create the relationship which creates the lookup attribute. You need to create a 1 to many relationship from user to account or a many to 1 relationship from account to user, both methods achieve the same result. In the relationship form you provide a name for the lookup.
0
 

Author Closing Comment

by:KAOSS
ID: 39856387
DHHH! now I remember.. I was trying to make it much more complicated than it had to be.
Thank you
0
 
LVL 29

Expert Comment

by:Feridun Kadir
ID: 39856413
No problems. I've done the same many times.
0

Featured Post

Courses: Start Training Online With Pros, Today

Brush up on the basics or master the advanced techniques required to earn essential industry certifications, with Courses. Enroll in a course and start learning today. Training topics range from Android App Dev to the Xen Virtualization Platform.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Suggested Solutions

This is a walkthrough guide I wrote whilst upgrading my on-premise MS Dynamics CRM 3.0 deployment to 4.0. This covers the actual installation of the product to a working level for my system, I ran into a lot of issues that the steps below fixed so h…
On Sep 22nd 2014 Microsoft released Update Rollup 1 for Microsoft Dynamics CRM 2013 Service Pack 1 and back in July Update Rollup 3 was released.  So we now have:   Update Rollup 1Update Rollup 2Update Rollup 3Service Pack 1Update Rollup 1 for S…
This tutorial gives a high-level tour of the interface of Marketo (a marketing automation tool to help businesses track and engage prospective customers and drive them to purchase). You will see the main areas including Marketing Activities, Design …
Windows 10 is mostly good. However the one thing that annoys me is how many clicks you have to do to dial a VPN connection. You have to go to settings from the start menu, (2 clicks), Network and Internet (1 click), Click VPN (another click) then fi…

813 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question

Need Help in Real-Time?

Connect with top rated Experts

9 Experts available now in Live!

Get 1:1 Help Now