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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Creating a Lookup Fiel...
Customer experience | Sales, Customer Insights,...
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Creating a Lookup Field from a Custom View

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Posted on by kcbocca 30

Question for CRM 2015 environment

I'm new to CRM.  I wanted to ask if I am missing something.  My previous counterpart created a Salesperon lookup field that is a custom view under Entity: Users>View “Salesperson lookup” who is no longer with the company and unreachable.  This is nothing more than a custom manually created list (see screenshot 1).  It shows up under Contract Lines as a lookup field (see screenshot 2, 3)  I do not see any javacode running on this level to change create the lookup, so it is based on the entity in the form (screenshot 4).  I’ve replicated these steps, and when I go to the lookup I do not see the list.  What am I missing?

 

Screenshot1

 pastedimage1592506873826v3.png

Screenshot 2

 pastedimage1592506883665v4.png

Screenshot 3

 pastedimage1592506899240v5.png

Screenshot 4

pastedimage1592506910299v6.png

  • Suggested answer
    Brandon Sambat Profile Picture
    Brandon Sambat on at
    RE: Creating a Lookup Field from a Custom View

    Thank you for reaching out.  I believe that if the view is a "Personal View" you won't be able to add it into a lookup field on a form.  Another option you could do is to move "Reassign Records" from the user that is no longer with the company to someone else or a system account (remember if you do this ALL of the records will be moved that this user owned. Acct, Contacts, Personal views etc.).  Once this is done the new owner can make this view into a System View which you can control access via security role.  Then it should appear in your lookup field.

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: Creating a Lookup Field from a Custom View

    Hi,

    4th Screenshot select Salesperson view as default view instead of User Lookup View. Also set view selector off.

    After doing above change on your lookup field properties publish your changes. You should see the result as expected,

    If found helpful, Please mark my answer verified.

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