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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Customizing views in t...
Customer experience | Sales, Customer Insights,...
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Customizing views in the 'share records' Dialogue

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Posted on by Community Member

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):

pastedimage1647337709898v2.png

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!

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  • Suggested answer
    RodRodriguez Profile Picture
    RodRodriguez on at

    Howdy Josef,

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

    ledgeviewpartners.com/.../

  • Community Member Profile Picture
    Community Member on at

    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.

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