Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Removing the multi entity lookup filter

Posted on by Microsoft Employee

Hi Friends,

I have case entity one of fields has looks up,when you open the lookup it is showing the two entities Account and contact.I want remove the contact just want to show the account default view.Can any one help with java script.

23700.Capture.PNG

*This post is locked for comments

  • Suggested answer
    Wouter Madou Profile Picture
    Wouter Madou 3,392 on at
    RE: Removing the multi entity lookup filter

    Rather than using Jscript to do so I would just create another lookup towards account and fill in the customer field via a plugin/workflow. (To keep the rollup functionalities available so you would still see all activities/case information on account.)

    Because you will probably at one point enable the interactive service hub, add a portal etc etc. So it would be easier to just have a custom lookup and fill the original in the background.

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 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans