Dynamics CRM 365 Online Lookup Field Filters

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How do I add a filter to a lookup field. Here's what I am trying to do exactly:

When a support rep creates a case in CRM they have to enter the Customer. The Customer field on the case is a lookup field for the Account entity. The problem is that we have many accounts with the same name (not duplicates just the same legal name). The majority of those accounts are not customers so a great fix for us would be to only show accounts that we have flagged as Active Customers (both of those are in fields on the account record) in the Customer lookup field. Is there a way to apply a filter to the lookup field so that it only returns values that meet the filter criteria? In this case Status: Active and Type: Customer.

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Gopalan Bhuvanesh 11,401 on at

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Hi

You can create a new view and set that view in the lookup field properties.

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ashlega 34,477 on at

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Hi Imnjones,

Are you talking about the out of the box customer field or is it a field you created?

I don't think you can choose lookup view for the default customer field, so there might be a few alternatives:

- update default look-up view for accounts. That will affect all other account lookups

- try to add a filter to the customer field using javascript - may not be that straightforward

- create an additional account look-up field on the case entity, add it to the form, hide default field, and create a business rule/workflow to copy values from that new field to the original field. For the new look-up, you will be able to assign a different look-up view in the properties of the form control

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Joe Gill on at

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Hi,

You can use addPreSearch to filter the lookup results

I did a post on it a while back

http://dynamics365.ie/dynamics-crm-2013-filter-lookup-dialogs/

hth

Joe

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Mohsin Ali 3,634 on at

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Change your filter in following post and you are good to go:

dcrm365.blogspot.ae/.../restrict-system-lookup-fields-to-show.html

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Shambo 15 on at

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if you want to filter dynamically using code , then you can check this post.

dynamicsforbusiness.blogspot.com/.../dynamics-crm-native-lookup-with-filtered-view.html

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