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Lookup field search multiple fields

Posted on by 241

Hey All,

Can an account lookup be configured to look for multiple fields? So at the moment it's doing a lookup on the account name but is there a way to configure it to also accept queries on the Account ID?

The Account ID at the moment is just a Plain Text field that is populated from our external database.

Thanks

Sam

  • dian74 Profile Picture
    dian74 2,473 Most Valuable Professional on at
    RE: Lookup field search multiple fields

    My pleasure!

  • Sam Conroy Profile Picture
    Sam Conroy 241 on at
    RE: Lookup field search multiple fields

    This is perfect, thank you Dian :)

  • Suggested answer
    Fubar Profile Picture
    Fubar 2,750 on at
    RE: Lookup field search multiple fields

    If by Account ID you mean the internal GUID then the answer is no.  But as there is not an out of the box field with a display name of "Account ID" it is likely that you can just add it to the Quick View view.

  • Verified answer
    dian74 Profile Picture
    dian74 2,473 Most Valuable Professional on at
    RE: Lookup field search multiple fields

    Hi Sam,

    You will need to add the field(s) you want folks to be able to search for, in the quick find view for accounts. In your case you would add the Account ID as a searchable field by opening the "Quick Find Active Accounts' view and add them by clicking on 'Edit find table columns'.

    PLEASE MARK THIS ANSWER VERIFIED IF HELPFUL

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  • Sam Conroy Profile Picture
    Sam Conroy 241 on at
    RE: Lookup field search multiple fields

    Thanks Carlo. What I really need is a way for the user to lookup an account based on the accounts ID field within the form so it can be done as part of creating the record. This is useful though so I'll still put that in but it's not exactly what I'm looking for.

    Cheers

    Sam

    EDIT - Apologies, I didn't read this right the first time. This works!

  • Verified answer
    Carlo Velasco Profile Picture
    Carlo Velasco 785 on at
    RE: Lookup field search multiple fields

    Hi, can you add the fields on the searchable fields for the quick find view?

    Search on custom field in Regarding lookup in Dynamics 365 App for Outlook (Dynamics 365 apps) | Microsoft Docs

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