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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Apply filter in Custom...
Customer experience | Sales, Customer Insights,...
Answered

Apply filter in Customer type lookup filed

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Posted on by Inkey Solutions 2,122

Hi Everyone,

I have a customer-type lookup field which contains both account and contact records I want the customer lookup field to display records of account and contact for a specific condition. So which method should I use to filter the records accordingly?

Thanks in advance.

  • Verified answer
    Adrian Begovich Profile Picture
    Adrian Begovich 1,032 Moderator on at
    Hi Inkey Solutions,
    This article explains how to to filter the Customer Field.

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