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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Activity and Cases - ...
Microsoft Dynamics 365 | Integration, Dataverse...
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Activity and Cases - How to modify the list of users when wanting to change the "Assign" to

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Posted on by USA80 26

When I am in an activity or a Case, and I click the "Assign" button in the ribbon bar, the "Assign to Team or User" window appears.  I then select "User or Team" in the Assign To field and now in the User or team field I click there and see a lot of user accounts that begin with a #.  I would like to filter those out and then always ensure that when a person clicks Assign and goes into the User or team field that the # user accounts, don't appear.  How can I do this?

Any help is appreciated, thank you.

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  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hi USA80,

    You can add filter to the entity lookup view to filter user that contain ‘#’.

    Go Settings > Customization > Customize the system > Entities > User > Views.

    pastedimage1610588569584v2.png

    Find lookup view and open it to click ‘Edit Filter Criteria’ to add filter.

    For example, I select ‘User lookup view’, which is default lookup view of user.

     pastedimage1610588509283v1.png

    Then Save and publish all customizations.

    If you need, you can set filter in all lookup view for user and teams entities.

    Test:

    pastedimage1610588725216v3.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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