Microsoft Dynamics 365 | Integration, Dataverse...

Default Form for Lookup Values

(3) Share

Report

Posted on by ctedesco3307

My Contacts table has a custom column called Role, the Role values are Role A and Role B

My Intakes table has 2 lookup columns where the full name for associated record as Role A goes and another column for contacts with the full name for the associated record as Role B goes. They will never be the same contact

My intakes main form has both lookup columns When user clicks on FullNameRoleA lookup value I want them to go to a different default contacts form then if they clicked on FullNameRoleB

Is that possible?

thank you

Categories:

Dynamics 365 general

I have the same question (0)

All responses (3)

Answers (0)

CU25071753-1 13 on at

Like (1)

Report

Hi @ctedesco3307,

You can dynamically switch the form using JavaScript to achieve this. On the contact table, for Onload event, you can register a script to show form A if the Role is Role A and to show form B if the role is Role B. You can refer the following blogs for code samples -

https://community.dynamics.com/blogs/post/?postid=8e8283d1-c3d1-46d8-bee2-0800af2bd11e

https://crmminds.com/2022/10/16/dynamics-365-switch-forms-dynamically-by-using-javascript/

Hope this helps!

1 people found this reply helpful.

Was this reply helpful? Yes No
André Arnaud de Cal... 300,917 Super User 2025 Season 2 on at

Like (0)

Report

Can you tell us what Dynamics 365 application this question is related to? There are several different solutions in the Dynamics 365 family, like: Sales, Finance, Supply Chain Management, Project Operations, and Customer Insights.

Was this reply helpful? Yes No
Suggested answer

DAnny3211 11,397 on at

Like (0)

Report
Hi there 👋

Thanks for your question!

Yes, it’s possible to direct users to different forms based on the lookup field they click—though it requires some customization.

✅ Here’s how you can approach it:

Use JavaScript on the form to detect which lookup field was clicked.

Based on the field (e.g., FullNameRoleA vs FullNameRoleB), you can use the Xrm.Navigation.openForm method to open a specific form for the related contact.

You’ll need to pass the formId of the desired contact form and the record ID of the selected contact.

📌 Important Notes:

Make sure both contact forms are published and accessible.

This approach works best in model-driven apps.

You may need to disable the default behavior of the lookup field to avoid conflicts.

Let me know if you’d like help with the JavaScript snippet or form setup!

✅ Please mark this reply as helpful if it answered your question.
Best regards! 👋

Was this reply helpful? Yes No