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I have an address entity that has fields address1, address2, city, state, zipcode. I want to use the fields from the address entity for forms in other entities. I have searched online for a solution, but can only find solutions about copying data from one entity to another. I would think with SQL Server as the engine, that I could create some type foreign key relationship.

Our CRM instance is hosted in the cloud, not on-premise.

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1 Answers

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Read this community thread to learn about OOB Address entity limitations.

If you have custom address entity, then you can create a lookup of that custom address entity in any Entity (let’s say EntityA), this will add a Foreign key of address in EntityA.

You can use Quick view form of Address Entity in EntityA form to display the fields of Address record chosen in lookup.

Anyway you cannot use any other entity (A) fields for data entry in another entity (B) form. Maybe you have to recreate placeholder fields to collect data & sync over between entities.