D365 – Configure Lookup Fields and Customer Fields

Lookup Fields

Lookup fields are used when:

  • You want to select a record from an existing entity
  • When you know that field values can change anytime and are not fixed. For example: Accounts lookup field on Contacts entity

Customer Fields

Customer fields are used when you want to look up to either Accounts or Contacts entity records. For example a Preferred Vendor can either be a person or a company.

You can add these fields to the Form and check the result: