How to create a field of type “Customer” in Dynamics CRM 2011?

Question

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).

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

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

Thank you in advance!

Answer 1

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.