Need to customize the Look Up Records screen that comes up in Outlook after an entity is selected so that I can search on more than one column.

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Posted on by kathievans

When I click the 'Track in CRM' button in Outlook and select an entity for Set Regarding the 'Look Up Records' screen only searches on the first column. Can I change this so that it will search on another column as well?

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vishal swami on at

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Hi,

you can do this by adding more find columns in the entity's Quick Find View.

if you add a Find column in the Quick Find view of, let’s say Accounts, you will be able to search based on that particular column, regardless of the generic fields upon which you usually search. So you could add the City field to the Quick Find View, and be able to search based on city name or even a custom field that you have created yourself on the Account record.

if we take an example of account entity then to do so, navigate to the Quick Find Active Accounts View in the customization area of Accounts, click Add Find Columns,

add the required field to the Quick Find View as a Find column by clicking the field name ,

click OK. save the view and publish it to be effective.

now you will be able to search based on your new column too.

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Vishal Swami

http://msdynamics4you.blogspot.com/

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