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ReportHi,
Is it possible to default a look up records dialogue to Contacts and a specific system view? (Not system wide, just for the Attendees field, see screenshot below)
Thanks you,
Ollie
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Hi,
Is it possible to default a look up records dialogue to Contacts and a specific system view? (Not system wide, just for the Attendees field, see screenshot below)
Thanks you,
Ollie
Hi，
Does the current entity have a N:1 relationship with Contact entity in this field?
For the types of fields, please refer to the following documentation:
Types of fields and field data in Dynamics 365 Customer Engagement (on-premises) | Microsoft Docs
Thanks but I don't see the same as you when going into the Field properties,
We are using..
Microsoft Dynamics 365 Version 1612 (8.2.28.11) (DB 8.2.28.11) on-premises
Hi,
You can find the form by navigating to Settings > Customizations > Customize the System and expanding the list of the entities.
Double-click the lookup field and select the entity / default view as you want.
Save and publish it, then you'll see the customization in your form.
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