Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
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

(0) ShareShare
ReportReport
Posted on by Inkey Solutions 1,900

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 1,014 Super User 2024 Season 2 on at
    Apply filter in Customer type lookup filed
    Hi Inkey Solutions,
    This article explains how to to filter the Customer Field.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December

Congratulations to our December super stars! 🥳

Start Your Super User Journey Pt 2

Join the ranks of our community heros! 🦹

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,904 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,605 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans