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Is there a way to add a column, such as Office/Department to this Look Up Records search view?

Posted on by Microsoft Employee

Look-For-Search.png

I know that we can customize the columns on saved views, but would it be possible here?

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Is there a way to add a column, such as Office/Department to this Look Up Records search view?

    Well we tend to have duplicate contacts that have different offices listed on them. The user wants to be able to select the correct one based on office. But I'm guess that's something that has to be customized by a developer.

  • Verified answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: Is there a way to add a column, such as Office/Department to this Look Up Records search view?

    Hi Michael,

    If my understand is correct you want to add remove columns from lookup view its self , if that is your requirement then I can say its not possible .

    There only one way that you you have mentioned already that you need  to go to settings --> Customization -->Customize the System/Solutions--> Entity ->Views and change the lookup views .

    Hope this helps.

  • Suggested answer
    PranavShroti Profile Picture
    PranavShroti 4,510 on at
    RE: Is there a way to add a column, such as Office/Department to this Look Up Records search view?

    If I understood correct you want to modify the form itself, if yes then, this is a OOB form, not a supported way of doing this in dynamics crm. If you want custom functionality then you might have to go for a custom development. Perhaps HTML5 however it will be difficult to manage and mimic crm form functionality.

    Regards,

    Pranav

    If found useful, please mark the answer as verified

  • Nflannery Profile Picture
    Nflannery 360 on at
    RE: Is there a way to add a column, such as Office/Department to this Look Up Records search view?

    Do you mean so you can search by department?

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