Lookups not suggesting values before pressing enter or clicking on search button

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Posted on by Vivian Voss

2 User Group Leader

Hi!
Happy new year!

We have just upgraded from CRM 2011 on-premise to Dynamics 365 on-premise and users have noted an issue with lookups. In the 2011 version, they just needed to write a letter into the field and then the system already suggested possible values that matched. But in the 365 system it seems like you first need to press enter or click on the magnifying glass icon, before the system will suggest you something.

Is there something we have set up wrong or that is how it works in Dynamics 365?

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Rawish Kumar 13,758 on at

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RE: Lookups not suggesting values before pressing enter or clicking on search button

Hi Vivian,

There is nothing wrong with your organization.

I have seen it working this way only in 2016 ad 365.

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Vivian Voss 2 User Group Leader on at

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RE: Lookups not suggesting values before pressing enter or clicking on search button

Hi Rawish,

Thank you for your answer. So it is standard that you have to click to get suggestions?

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Verified answer

Community Member on at

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RE: Lookups not suggesting values before pressing enter or clicking on search button

Hi Vivian,

this is the "new" oob behaviour.

Some other "trick" about lookup:

- selecting record to remove it is tricky, you need to click on "azure" background and press cancel; sometimes is "hard" to do it without clicking and exiting the current page

- a fast way to do it without error is to place cursor on previous field and press "tab"

Hope it helps!

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Thank You & Best Regards

Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

Independent Contractor

http://www.francescopicchi.com

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Vivian Voss 2 User Group Leader on at

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RE: Lookups not suggesting values before pressing enter or clicking on search button

That sure seems like a step back and not forward, but oh well :)

Thank you for your answers!

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Community Member on at

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RE: Lookups not suggesting values before pressing enter or clicking on search button

Hi Vivian ,

im agree with you, now lookup is unconfortable and really buggy.

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Thank You & Best Regards

Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

Independent Contractor

http://www.francescopicchi.com

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Karsten Wirl 4,477 on at

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RE: Lookups not suggesting values before pressing enter or clicking on search button

My users are happy with that. ;)

I think that it depends on the use case, whether it is advantageous or not.

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