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ReportIn MS CRM there are some lookups which allows multiple entities, like Customer lookup.
When clicked on customer lookup, we have choice to select either account or contact.
But some time requirements are allow either account or contact only for customer lookup or default customer lookup to contact instead of account.
Right now there is not any supported way to achieve this, but with unsupported way you can easily achieve these requirements.
Note: Below code is unsupported code for MS CRM. JavaScript code is using DOM.
Add following JavaScript code on form load.
1. Customer lookup default to Contact.
functionCustomerLookupDefaultToContact() {
varcustomerCtrl = Xrm.Page.getControl("customerid");
customerCtrl.setFocus();
varcustomerInput = document.getElementById("customerid_i");
customerInput.setAttribute("lookuptypes", "2,1"); //2: Contact , 1: Account
customerInput.setAttribute("defaulttype", 2); // Set defaultType to Contact
customerInput.setAttribute("autoresolve", 2); // Partially entered name will be resolved with contact record.
customerInput.setAttribute("createpermissiondictionary", "account:true,contact:true");
customerInput.setAttribute("lookuptypenames", "account:1:Account,contact:2:Contact");
customerInput.setAttribute("DefaultViewId", "{A2D479C5-53E3-4C69-ADDD-802327E67A0D}"); // View id to set Default contact view. Replace with your View Id
}
2. Customer lookup only for Contacts
functionCustomerLookupOnlyContact() {
varcustomerCtrl = Xrm.Page.getControl("customerid");
customerCtrl.setFocus();
varcustomerInput = document.getElementById("customerid_i");
customerInput.setAttribute("lookuptypes", "2"); //2: Contact , 1: Account
customerInput.setAttribute("defaulttype", 2); // Set defaultType to Contact
customerInput.setAttribute("autoresolve", 2); // Partially entered name will be resolved with contact record.
customerInput.setAttribute("createpermissiondictionary", "account:false,contact:true");
customerInput.setAttribute("lookuptypenames", "contact:2:Contact");
customerInput.setAttribute("DefaultViewId", "{A2D479C5-53E3-4C69-ADDD-802327E67A0D}"); // View id to set Default contact view. Replace with your View Id
}
3. Customer lookup only for Account
functionCustomerLookupOnlyAccount() {
varcustomerCtrl = Xrm.Page.getControl("customerid");
customerCtrl.setFocus();
varcustomerInput = document.getElementById("customerid_i");
customerInput.setAttribute("lookuptypes", "1"); //2: Contact , 1: Account
customerInput.setAttribute("defaulttype", 1); // Set defaultType to Contact
customerInput.setAttribute("autoresolve", 1); // Partially entered name will be resolved with contact record.
customerInput.setAttribute("createpermissiondictionary", "account:false,contact:true");
customerInput.setAttribute("lookuptypenames", "account:1:Account");
customerInput.setAttribute("DefaultViewId", "{A9AF0AB8-861D-4CFA-92A5-C6281FED7FAB}"); // Default view to show records. Replace with your View Id
}
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