News and Announcements icon

Dynamics 365 CommunityForums Microsoft Dynamics CRM (Archived) Email to lookup: defau...

Microsoft Dynamics CRM (Archived)

Email to lookup: default contact and not account

(0) Share

Report

Report

Posted on by Birgit RD

2

Hi,

In the email form, I want to make the default lookup for the "to", "cc" and "bcc" fields set to contact.

Although my code does work perfectly fine for the regarding object, it does not for the mail parties.

What I did was:

- create a custom view for contact in javascript

- add the custom view to the control

- set the contact lookup view as default

Something else I should do for "to","cc" and "bcc"?

*This post is locked for comments

All responses Img

All responses (2)

Answers Img

Answers (1)

Suggested answer

RaviKashyap 55,410 Moderator on at

Like (0)

Report

RE: Email to lookup: default contact and not account

Hi Birgit,

You can try the below code-

Xrm.Page.getControl(“to”).getAttribute().setLookupTypes([“contact”]);

www.ktlsolutions.com/.../setting-entity-lookup-defaults-party-lists-dynamics-crm-2016

Hope this helps.
Verified answer

Emre GULCAN 2,379 on at

Like (0)

Report

RE: Email to lookup: default contact and not account

Hi,

Maybe this link can help you

https://dynamicsobjects365.wordpress.com/tag/filtering-partylist/

Helpful resources

News and Announcements

Announcing new navigation menus and the Engage with the Community forum!

Quick Links

Leaderboard > Microsoft Dynamics CRM (Archived)

#1

Mohamed Amine Mahmoudi 83 Super User 2025 Season 1

#2

Community Member 54

#3

Victor Onyebuchi 6

Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans