Search field in Case form

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Posted on by Ar0x

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We want to build a Case form on a portal. In this form our costumers should choose the product the Case is for. The product of this company is in an entity, which is linked n:1 to the company. How is it possible that to costumer can only choose his products? Every time i use a search field there are all products of all companies shown.

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CRMJetty 3,512 on at

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Hello There,

Greeting for the day!

In regards to your concern, kindly find the comments below:

You can change product lookup field view in dynamic 365.

Steps:

Customization ->Explore Case entity -> open view list -> open your lookup field view (Ex."product")

From right side select -> Edit filter criterea-> add condition for filter product list.

I hope it helps! Let me know in case of any other concern.

Kind Regards,

CRMjetty

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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Ar0x 225 on at

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Thanks a lot.

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