Hide selecting Contact for potential customer when creating quote

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Posted on by Samantha73

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Hi All

When creating a quote account and contacts appear for selection. Is it possible to hide the contacts so only accounts can be selected as potential customer?

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Microsoft Dynamics CRM

Dynamics 365 Sales

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Muhammad Shahzad Sh... 2,507 Most Valuable Professional on at

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function filterLookup(executionContext) {
var formContext = executionContext.getFormContext();
var customerAttr = formContext.getAttribute("customerid");
customerAttr.controls.get(0).addPreSearch(function() {
var fetchXml = `
<filter>
<condition attribute="parentcustomerid" operator="null" />
</filter>`;
customerAttr.controls.get(0).addCustomFilter(fetchXml);
});
}

Option 2: Field Security

Go to Settings > Customizations > Customize the System

Navigate to Entities > Quote > Fields

Find the Customer field and edit its properties

Under Controls, configure the lookup to only show accounts

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Samantha73 3,299 on at

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Tried field properties but no option to select views

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ManoVerse 1,141 Super User 2026 Season 1 on at

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platform does not provide any true out‑of‑the‑box setting or property to restrict a Customer lookup to only Accounts. you can simply write a JS like below on onload of the form:

function onLoad(executionContext) {
var ctrl = executionContext.getFormContext().getControl("customerid");
if (ctrl && ctrl.setEntityTypes) {
ctrl.setEntityTypes(["account"]); // Only Accounts allowed in the lookup UI shown below
}
}

Note: this will not restrict to push the contact in this lookup by backend but UI will only show accounts.

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