Locate Information Quickly with Lookup Views in Dynamics CRM

When using a lookup view for an entity (for example, a lookup to Accounts), occasionally the user will run in to situations where the options displayed are a long list of the same company names, sometimes also in the same city. One solution is to add additional columns to further identify the account, but that can lead to scrolling right/left to view the columns.

An alternative to adding multiple fields is to use a composite address field to display information in the Look Up list. The Composite Address is auto-formatted based on the values of Street, City, State/Province, Postal Code and Country fields.

As users hover over the entries in the list they will see a complete address and can confirm they are selecting the correct account.

For more information on Microsoft Dynamics CRM be sure to contact us or request a free demo of the program. Also ask about our 30 day free trial after the demonstration by one of our Dynamics CRM experts. Don’t forget to subscribe to our blog to receive new Dynamics CRM tips as they are published on the blog. Stay tuned for a future blog post on how to manipulate composite fields in Dynamics CRM.

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