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Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

Unified Interface Lookup Change View Option allows user to select all the views instead on Selected Views Only

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Posted on by 35

Environment: Dynamics 365 v9.0 On-Premise

I have a lookup in Unified interface and I have selected to "Show Selected Views". In the Unified Interface, I have the option change view and I can select any view, while the in Classic Interface only selected views are available. Is there a way to restrict the users from changing view in Unified Interface? 

pastedimage1596419443334v1.png

Change View Option is available and it gives all the views instead of selected views.

pastedimage1596419825624v2.png

I have also tried the option View Selector = "Off" but I still see Change View option and can select any of the views.

I have the same question (0)
  • Suggested answer
    AJ-22040756-0 Profile Picture
    Microsoft Employee on at

    Hi Partner,

    I would suggest to verify once if you are selecting the same form in web client and in UCI version and that specific form is already added into a UCI App.

    Here are the reference link which can be referred to hide the change view option

    community.dynamics.com/.../hide-or-remove-change-view-option-under-the-lookup-field-in-dynamics-crm-unified-interface

  • Mian Ahsan Profile Picture
    35 on at

    Hi Akash,

    Thanks for your response.

    Yes, Web Client and UCI version are both using same form.

    Please note that this issue we are experiencing is in Dynamics 365 v9.0 On-Premise.

  • Suggested answer
    Henry J. Profile Picture
    5,237 on at

    Hello Mian,

    I haven't seen this issue in the past, but Unified Interface on Dynamics 365 Customer Engagement v9.0 on-premise is very limited and it has a lot of parity gaps or even issues that have been fixed online.

    I'm curious as to why you would want to deploy it on-premise and not use the web client instead?
    It's important that your customer understands that the web client on Dynamics 365 Customer Engagement on-premise is NOT deprecated.
    This is specifically called out here:
    https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/faqs-transition-unified-interface#how-does-this-move-impact-on-premises-customer-and-what-will-happen-when-the-web-client-is-deprecated-do-web-client-forms-become-unsupported 
    So the web client will still be supported for them, as long as their on-premise version is supported.
    Support lifecycle for every product is detailed here: https://support.microsoft.com/en-us/lifecycle/search

    Regarding this specific issue, I advise that you check with support:
    https://mbs.microsoft.com/customersource/global/CRM/support/support-lifecycle/CRMSupport

    Henry

  • Taj mahal Profile Picture
    10 on at

    I am facing the same problem. Is there a solution to this??

  • Suggested answer
    Henry J. Profile Picture
    5,237 on at

    Hello Taj,

    This should work as documented here: https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/form-designer-add-configure-lookup

    Please consider opening a support request on https://admin.powerplatform.microsoft.com/support to get help troubleshooting and resolving that issue.

    Henry

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