Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

filtering the 'to lookup' of sms activity

Posted on by 95

i am creating a new SMS, what i want is just the contcat type of reocrds in 'To' field.

How can i do this as i am getting customer, user,contacts, etc... type of records in lookup

*This post is locked for comments

  • Bobins Bansala Profile Picture
    Bobins Bansala 95 on at
    RE: filtering the 'to lookup' of sms activity

    thnxs gopalan

    can please give some idea on how to filter the add existing lookup in a SubGrid in dynamics 2016

  • Verified answer
    Gopalan Bhuvanesh Profile Picture
    Gopalan Bhuvanesh 11,397 on at
    RE: filtering the 'to lookup' of sms activity

    Please refer the following link:

    community.dynamics.com/.../231270

  • Bobins Bansala Profile Picture
    Bobins Bansala 95 on at
    RE: filtering the 'to lookup' of sms activity

    Thanks for the reply

    but i want the entity type as 'contact' in the same 'party list' type field as later there may be requirement for other entity types

    please tell if there is any possible way to filter the 'To' lookup on basis of entity type

  • Suggested answer
    Gopalan Bhuvanesh Profile Picture
    Gopalan Bhuvanesh 11,397 on at
    RE: filtering the 'to lookup' of sms activity

    Please check this for details:

    www.microsoft.com/.../create-or-edit-entity-fields.aspx

  • Suggested answer
    Gopalan Bhuvanesh Profile Picture
    Gopalan Bhuvanesh 11,397 on at
    RE: filtering the 'to lookup' of sms activity

    Go to Settings

    and select the solution and the SMS entity

    add a field to the entity.

    LookupCapture.PNG

  • Bobins Bansala Profile Picture
    Bobins Bansala 95 on at
    RE: filtering the 'to lookup' of sms activity

    i am using the out of box sms entity and just want the 'To' field with contact type records only

  • Suggested answer
    Gopalan Bhuvanesh Profile Picture
    Gopalan Bhuvanesh 11,397 on at
    RE: filtering the 'to lookup' of sms activity

    You want the 'To' field has the contact record

    Am I correct?

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans