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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Look Up Records set to...
Microsoft Dynamics CRM (Archived)

Look Up Records set to Contact search instead Account?

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Posted on by RGH 60

Hi,

When creating a new Appointment in Dynamics CRM I would like to have the following fields to display and have the Look Up Records set to the following entity and values to look in:

- Regarding -> looking into the Accounts Entity and so displaying Account values and when opening the Look Up Records screen to look up for more records the Account entity is default looked in. Out of box this is the case. That is good for me.

- Required -> looking into the Contacts Entity and so displaying Contact values and when opening the Look Up Records screen to look up for more records the Contacts and not Accounts as it is out of the box the case.

- Optional -> the sames as required.

Any idea how to change this? Or, is this not possible without building a plug in?

Thanx for your input,

RGH

*This post is locked for comments

  • Piotr Kalwasinski Profile Picture
    Piotr Kalwasinski 240 on at
    RE: Look Up Records set to Contact search instead Account?

    Hi,

    You can find a guidance on how to set the JS default views in the following article:

    [View:http://www.inogic.com/blog/2015/08/apply-custom-filter-on-lookup-field-in-dynamic-crm-using-script/:750:50]

    I hope this helps,

    Piotr

  • RGH Profile Picture
    RGH 60 on at
    RE: Look Up Records set to Contact search instead Account?

    Hi Rafael,

    thank you for your reply.

    I think I prefer to leave it as much vanilla as possible, so, I would prefer the first option. I can't write java codes out of the blue although I would be able to adjust them. Any idea where I can find a code that would be able to do what I'm looking for?

    Best,

    RGH

  • Suggested answer
    Rafael Batista Profile Picture
    Rafael Batista on at
    RE: Look Up Records set to Contact search instead Account?

    Hello,

    As far as I know, there is two options.

    1st solution : You can customize the appointment form and add some javascript code in order to put a custom filter on your Accounts/contacts lookup fiels with specific criteria.

    2nd solution : You can create a mimic of the actual lookups fields "Regarding", "Required" & "Optional" and hide the original ones on the form. On these custom fiels you just created, you can set your own filters with custom views. You can then add a workflow on post-execution mode that copy the record values on the primary lookups fields.

    Please let me know if it suits your needs.

    Best regards

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