Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

How to hide displaying custom entity from lookup field

Posted on by Microsoft Employee

Hi,

I want to hide my custom entity now show in lookup field 'Regarding' of phonecall.

lookupproblem.png

As per image there is a field named regarding in which there is a layout entity which is created by me.I want to hide this from here and anywhere else where it is display like this.

Please help me out.

*This post is locked for comments

  • Suggested answer
    tw0sh3ds Profile Picture
    tw0sh3ds 5,600 on at
    RE: How to hide displaying custom entity from lookup field

    Hi,

    You have to export data that you currently have i this table, then redesign the entity and reimport the data. Remember that if this entity has relationships with other entities, you will also loose this information from related entities, so you have to take a full backup of your database and then refill the data after redesign. This is very difficult process, if you don't have much experience with CRM I would not recommend this.

    Easier version would be to create completely new entity without Activities. Not you have both entities in your system. Migrate all data from old entity to new one (using CRM SDK). Now you can make sure that you did not missed any data. When you are sure new entity has all the date, you can remove the old entity. Of course in such scenarion the new entity will have different name.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to hide displaying custom entity from lookup field

    Another unsupported way is this : www.powerobjects.com/.../remove-connections-notes-attachments-and-activities-from-an-entity-in-microsoft-dynamics-crm-2011

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to hide displaying custom entity from lookup field

    another way will be dont give any permission to append and append to Your custom entity

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to hide displaying custom entity from lookup field

    Hi saad and prashant thanx for the answer and time .But I have data in table so is there any way other then redesign whole entity?

    Please give me answer.

  • Suggested answer
    PS Profile Picture
    PS 23,577 on at
    RE: How to hide displaying custom entity from lookup field

    It is visible because you have enabled activities for this entity called layout

    www.crminnovation.com/.../enabling-notes-vs-activities-for-custom-entities

    You will have to redesign the entity, as you cannot just disable it.

  • Suggested answer
    Alagunellaikumar Profile Picture
    Alagunellaikumar 6,210 on at
    RE: How to hide displaying custom entity from lookup field

    Hi

    I think it is not possible in CRM

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to hide displaying custom entity from lookup field

    If you want to completely remove custom entity from regarding in Activities then You need to uncheck Activities in Entity at the time of Entity creation. If you have checked it then you need delete it and recreate it if it's possible and there is no data stored in the entity. Otherwise there is no supported solution for this except to go for database update

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans