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Microsoft Dynamics CRM (Archived)

Custom entity lookups not populating on Save & Close in Unified Interface

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I have a custom entity lookup on an Opportunity form. Users should never add an existing record in this lookup. The error is that clicking the "+ New" button on the lookup, creating a new record, and clicking "Save & Close" does not automatically populate the Opportunity's lookup field in Unified Interface. After returning to the Opportunity form, I can search for the record I just created and add it.

When I open the same form in the standard web interface, I can create a new record, save & close, and see the new record populated in the Opportunity form lookup, which leads me to believe this is an issue with Unified Interface. This happens when adding a new record to any custom entity lookup through Unified Interface. Native entities do not have this problem. For example, on the Opportunity form in Unified Interface I can add a new record to the Contact lookup.

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I have the same question (0)
  • Community Member Profile Picture
    on at

    I had the same problem.

    Does someone have an answer how to solve this question?

  • Mieke Mynsberghe Profile Picture
    on at

    We have the same problem as well.

    Still no solution?

  • IanMc Profile Picture
    10 on at

    Did anyone find any answers to this? We're having the same issue and it's probably going to prevent us launching with the Unified Interface.

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