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Microsoft Dynamics CRM (Archived)

Email to lookup: default contact and not account

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Posted on by 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"?

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  • Verified answer
    Emre GULCAN Profile Picture
    2,379 on at

    Hi,

    Maybe this link can help you

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

  • Suggested answer
    RaviKashyap Profile Picture
    55,410 Moderator on at

    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.

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