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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Dialog in crm
Microsoft Dynamics CRM (Archived)

Dialog in crm

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Posted on by Abdul Wahab 12,070 Super User 2024 Season 1

Hi all,

I am creating a dialog and facing problem when I add my custom lookup field on prompt and response it did not give me my lookup. How can add custom lookup on prompt and response .? These are my dialog related images

7115.Untitled9.png 

I add lookup on opportunity form and it is working but I do not know Why it is not showing my payment method a s it showed me on opportunity form ?

It is showing me user with selecting anything from reference field.? Why reference field does not showing me desired values as it showing with account ?

1830.Untitled8.png  0272.Untitled7.png

Thank you

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  • Verified answer
    TheMarkChristie Profile Picture
    TheMarkChristie 10,328 on at
    RE: Dialog in crm

    For Payment Method you will need to

    1) In reference entity field slect "Opportunity"

    2) In the reference field select "Choose Payment Method"

    This will then show you the lookup on your dialog

  • Verified answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: Dialog in crm

    If you want to see payment method lookup, select opportunity entity under Reference entity and then select payment method lookup under reference field.

    Thanks

  • Verified answer
    Alagunellaikumar Profile Picture
    Alagunellaikumar 6,210 on at
    RE: Dialog in crm

    In reference entity field  Choose opportunity and  reference field choose payment method.

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