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change default lookup views for Customer field

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Posted on by Erika Zabinski

I have a Customer field on a custom entity (9.0 on-premise). The lookup views default to Active Contacts and Active Accounts. I'd like to change those to custom views like I can do with normal single-entity lookup fields. Is this possible?

Thanks in advance!

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Development / Customization / SDK

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Erika Zabinski 10 on at

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RE: change default lookup views for Customer field

Thank you, Prahlad. I was hoping for a different answer, but good to at least have this confirmed.
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Er Prahlad 70 on at

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RE: change default lookup views for Customer field

Hello There,

The CRM OOB doesn't provide the facility to change the default view for Customer type field. Even it is not possible to default the view for both account & contact at a time. Please checkout the below link to set Customer field to allow Contact OR Account.

https://www.thrives.be/dynamics-365-ce/filter-customer-lookup-fields-dynamics-365/

Here with below link you can see how to set the default view to the lookup.

https://www.ashishvishwakarma.com/set-lookup-view-with-javascript-dynamics-crm-365/

Hope this will help!!

Thanks