Remove Entities from Search Dialog

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Posted on by p dominey

When sending an email, users can select to search for the recipient using a list of entities as shown in the screenshot below. I want to remove certain entries (for example Knowledge Articles) from that list so they can only search for email recipients using Accounts, Contacts, Users and Queues. I can't figure out where to find this dialog box to customise it, or where to find the option set containing those entity names. I have tried playing around with Relevance Search but to no avail. I have shown a screenshot form Classic Dynamics 365 - you get the same problem in UI but it's easier to demonstrate in classic mode

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p dominey 15 on at

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RE: Remove Entities from Search Dialog

Perfect! Thanks so much
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Miguel Lourenco on at

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RE: Remove Entities from Search Dialog

Hi,

I was able to achieve this by creating a JS with:

function test(executionContext)
{
var formContext = executionContext.getFormContext();

var field = formContext.getControl('to');

field.setEntityTypes(['account', 'contact']);
}

I've registered it on the onload event.