D365 Lookup Field Default View

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Posted on by Rasi

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Hi Guys,

I currently have a lookup field which is called: Customers and it is currently set to look up records from Accounts & Contact, however the default views are currently set to: Accounts Lookup View & Contacts Lookup View.

I have specific views that are set to filter accounts & contacts as customers but I am not sure how to set these as default(s) for this lookup field?

Many Thanks in advance

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Amit Katariya007 10,407 Super User 2025 Season 1 on at

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RE: D365 Lookup Field Default View

Hello Rasi,

You can make your view as "default view" and "View selector" as Off. so that lookup will show only your view. and hide other views.

ledgeviewpartners.com/.../

Thank you,

Amit katariya