Choose your path Increase your proficiency with the Dynamics 365 applications that you already use and learn more about the apps that interest you. Up your game with a learning path tailored to today's Dynamics 365 masterminds and designed to prepare you for industry-recognized Microsoft certifications.
Visit Microsoft Learn
2020 release wave 1 Discover the latest updates and new features to Dynamics 365 planned through September 2020
Release overview guides and videos Release Plan | Preview 2020 Release Wave 1 Timeline
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
When in a Client Call we type in a number in the Facility field that associates to an account, for some reason it is defaulting a client call view and not the active accounts view.
This is what shows up:
How do I set it to always use the Active Accounts view.
If you are not passing defaultViewId in Url then pass it DefaultViewId(Guid of Active account) . But if you already pass that DefaultViewId then Check that ViewId you pass it might be Guid of DL -Client Service Guid .
Check this link :
Go to lookup field properties and select the Default views which you want to display.
Not sure what you mean, Go to lookup field properties? I have never seen the screen you have pictured. Also no one else would have added a custom view, as I am the only admin, and I did not add it. This was working previously and nothing has changed in the system. Thinking maybe trying a system restart.
You might go to customization-> Entity-> go to your entity expand it -> Forms-> Main Form ->
It open form editor then click on lookup field you will see that screenshot view as Goutham share.
I am not sure about CRM 2011, you can check by going to form editor and double click on lookup field see you can get this options or not.
Business Applications communities