Is it possible to search for an entity using a field from a form?

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Posted on by Sergio_Vasquez

Hi everyone,

I’d like to know if in Dynamics 365 Finance and Operations it’s possible to search for an entity using a field that already exists on a form.

For example, if I’m on a form where a specific field is available (such as a customer account number, an item code, etc.), can that same field be used as a search criterion to locate the related entity?

If so, what’s the correct way to achieve this?

Can it be done directly from the form using Advanced filter and sort?

Or would it require some additional configuration, like customizing the data entity?

Thanks in advance for any guidance or examples.

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Dynamics 365 Finance

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Sohaib Cheema 48,195 User Group Leader on at

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Is it possible to search for an entity using a field from a form?

Once you are on a form, you can see the related entities using the Office Icon on the top-right side.

Once you have list of those data entities that are available on the form, you can proceed to the next step, which is taking the name of data entity and search in the entities list, and further going into details of that entity that would should you the fields.

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André Arnaud de Cal... 298,101 Super User 2025 Season 2 on at

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Is it possible to search for an entity using a field from a form?

Hi Sergio,

I'm not sure what exactly you are asking here. The Advanced filter and sort is not having information about data entities. When I first read "I'm on a form" and then you ask about customizing the data entity, that is the place where I get lost in understanding your question. A customization on a data entity has no relation with a form field. Can you please elaborate and/or share screenshots to illustrate your question?

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