Additional relationships between system entities

This is normally not possible with CRM 3.0, but if you want to add a contact lookup in a account form, the following procedure may help you.

Technically you have to add three attributes, an IFrame and a JScript to the form:

1. Create a folder and a file:Save the attached file "CrmRelation.aspx" in a new subfolder "MsCrmExtension" of the CRM-Application. This is not supported and if you want you can change this to a different position if you know what you do.

2. Create an appropriate IFrame in the form. In this sample it is the account form.
Name: IFRAME_introducer
URL: /_root/Blank.aspx
Number of Rows: 1
Scrolling: Never

3. Create three additional attributes in an additional tab with the name „hidden“.

First attribute (for contact-GUID):
Displayname Name: introducerid
Schema Name: new_introducerid
Type: nvarchar, Text, 36

Second attribute (for the Display Name):
Display Name: introducername
Schema Name: new_introducername
Type: nvarchar, Text, 160 (this can also be longer or shorter)

Third attribute (for the Type):
Display Name: introducertype
Schema Name: new_introducertype
Type: int, None, -21474… - +21474…

More on the Codeplex site