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Microsoft Dynamics 365 | Integration, Dataverse...
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Customize column lookup Filter By on view

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Posted on by 2

Hi All,

I have a custom entity with a grid view.

On the columns of this grid, users like to set manual filters as Excel.

When users want to filter a column lookup as Account they need to see only the proposed list of Accounts associated with the created custom rows.

They don't want to see all Dynamics 365 accounts row.

E.g.

On view, the user clicks the account column lookup and set a manual "filter by" on column view:

pastedimage1618225772617v1.png

the user find the account but note:

pastedimage1618225981211v2.png

the user wants to see only accounts associated with current custom entity records.

Native Account Lookup on view proposes all records, How can I achieve/apply this filter on the column lookup view filter rule?

  • David Pezzoli Profile Picture
    David Pezzoli 2 on at
    RE: Customize column lookup Filter By on view

    In addition: add only one default custom view on the Account Lookup field (alias column) doesn't filter it.

    pastedimage1618233872749v1.png

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