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Microsoft Dynamics CRM (Archived)

Lookups On Lead Form.

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Posted on by Microsoft Employee

I'm trying to create a lookup for Wholesale accounts on my lead form. How do I put a lookup on the form?

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Lookups On Lead Form.

    Mostly what I don't have is the code for the lookup. Really I don't know where to begin. basically I want to filter it by Wholesale Accounts.

  • Verified answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,081 Moderator on at
    RE: Lookups On Lead Form.

    Hi shawnredus

    May please mark our answers as verified?

    Thank You

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Lookups On Lead Form.

    As you were saying this I found it on my own xD Thanks!

  • Verified answer
    Gopalan Bhuvanesh Profile Picture
    Gopalan Bhuvanesh 11,401 on at
    RE: Lookups On Lead Form.

    Open the Lead form (go to Form Editor)

    Click New Field at the bottom right. Enter the values as required.

    Data Type should be Lookup.

    Enter the Target Record Type.

    After this add this to the form, from the list of fields.

    Save, publish

    https://technet.microsoft.com/en-us/library/dn531187.aspx

  • Verified answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,081 Moderator on at
    RE: Lookups On Lead Form.

    Hi shawnredus

    Go to settings > customization

    Open your lead entity. Go to the form. Create new field of type lookup. and add it to your form.

    To filter lookp use this link https://community.dynamics.com/crm/b/powerxrmblog/archive/2016/06/13/lookup-filtering-using-addcustomview

    Any question. Do not hesitate to ask?

    Thank You

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