Customer experience | Sales, Customer Insights,...

Customizing views in the 'share records' Dialogue

(0) Share

Report

Posted on by Community Member Microsoft Employee

Hello Dynamics CRM Community,

I need to edit the following view that is showing when you click the button 'share' (in this case, from the incident form):

I have created a custom view that selects teams from a certain security group. I am trying to set a default view on the lookup field by using the javascript method setDefaultView, however this is not working.

Is there a way to achieve this using javascript?

Thanks!

All responses (2)

Answers (0)

Community Member Microsoft Employee on at

Like (0)

Report

RE: Customizing views in the 'share records' Dialogue

Thanks for answering! The share records pane does not contain any standard fields that can be configured like that, as far as I understand. This feature is part of the 2021 release wave 2, see the point 7: blog.magnetismsolutions.com/.../new-user-interface-features-in-the-dynamics-365-2021-release-wave-2

That's why I'm looking for a workaround using javascript! I hope this clarifies my question.
Suggested answer

RodRodriguez on at

Like (0)

Report

RE: Customizing views in the 'share records' Dialogue

Howdy Josef,

Do you need to do it using JavaScript? Here is an example of where they "Customized the system"

ledgeviewpartners.com/.../