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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Account Lookup field
Customer experience | Sales, Customer Insights,...
Suggested answer

Account Lookup field

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Posted on by CU31101219-0 144
Hello,
 
Is there a way when having an account lookup field that it would actually look at another field on the Account form to lookup and have the user be able to select it?  (Ex:, on Quote Product table, I have a lookup to the Account table, and I want to select a calculated field instead of the actual name of the record field)
 
Thank you.
Categories:
Dynamics 365 Sales
Microsoft Dynamics CRM
  • Suggested answer
    CU13031143-0 Profile Picture
    CU13031143-0 36 on at
    Account Lookup field
    Hey, From what I’ve explored in Dynamics 365 Sales, the lookup field can’t directly pull a calculated field out of the box, but here’s a workaround that might help:You could create a text field (e.g., ‘CustomAccountIdentifier’) on the Account form and use a real-time workflow to copy the calculated field’s value into it. Then, tweak the lookup view in the Power Apps maker portal to show this new field instead of the default name. I’ve tried something similar in my projects, and it worked well after some testing. Alternatively, if you’re comfortable with a bit of JavaScript, you could add a script to the form to set the lookup value dynamically when it loads—though the workflow approach is less maintenance-heavy.
    If it did the trick, would you mind marking my answer as verified?
  • Suggested answer
    Krishna Acharya Profile Picture
    Krishna Acharya 79 on at
    Account Lookup field
    Hello, CU31101219-0

    in Dynamics 365, while a lookup field typically searches based on the primary name field, you can achieve your requirement (searching by a calculated field) using one of the following approaches:

    Possible Solutions:

    1. Custom Quick View Form (Recommended Approach)


    • You can add a Quick View Form on the Quote Product table to display the calculated field from the Account table once an Account is selected.

    • This ensures users see the relevant data without modifying the lookup behavior.

    •  

    2. Custom JavaScript on the Form


    • You can use JavaScript (Client API) to modify the lookup control's search behavior.

    • The script would filter or suggest records based on a calculated field’s value rather than the default name.

    3. Virtual Field on the Account Table


    • Since calculated fields cannot be used directly in lookups, create a regular field on the Account table that gets updated via a workflow or Power Automate.

    • Then, use this field as a searchable column in the lookup.

    4. Advanced Lookup with FetchXML


    • You can use FetchXML-based views to define a custom lookup view that includes the calculated field.

    • However, the search will still be based on standard searchable fields.

    If my response is helpful, please mark it as Verified.

    Thank you!

     
  • Suggested answer
    Tom_Gioielli Profile Picture
    Tom_Gioielli 918 on at
    Account Lookup field
    You can set any field on the target table to be searchable. This is done by updating the "Find By" columns in the target table's 'Quick Find' system view. This would allow you to enter the value of the calculated field on the lookup and it will find the correct Account.
     
    You cannot, unfortunately, change the string value that is shown in the lookup field once the Account is selected. The system will always use the primary field defined by the table, which for Accounts is going to be the name.
     
    As an alternative, you could add in a calculated field to the Quote Product table that pulls your desired table value from the Account if you need it to be available on the table for some reason. Another option could be to use a Quick View form, which would show fields from the linked Account record on your Quote Product form.
     
    If this answer helped, please consider marking as verified.

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