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Customer experience | Sales, Customer Insights,...

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Edit view for parentcustomerid

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Posted on by DV-23071207-0

Hello,

I'm working on a model-driven app and we use the standard lookup column parentcustomerid to relate contacts and accounts.

When I type something in this field the account are shown as:

Account Name
Account ID (custom autonumber column)

Everyone over the web suggests that this is controlled through the default Account Lookup View, but no change to this view seems to make any difference.

If this view is somehow automatically managed, I don't understand how could it contain a custom column.

Moreover parentcustomerid is a polymorphic lookup, so I cannot change the lookup view to any other view.

Thanks in advance

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Dynamics 365 Customer Insights - Data

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Hi,

In any Power App, when you do search in the lookup it will fetch the result and display you the matching records using the quick find view of that table. In your case, because parentcustomerid is polymeric it will search the result and display the data using the account quick find view and contact quick find view.

Below screenshot shows you how to change the account Quick find View.

Under your Solution select Tables -> Account -> Views -> Quick Find Active Accounts. The first 3 columns that you added to the view will appear in the lookup search.

Please mark it as answered if my reply answers your questions. thanks.

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