Change look up displayed value

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Posted on by CRMexplorer

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Hi,

when you add a field and change its data type to look up with account as the look up entity the value displayed is the account name.is there a way , i can change that

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Community Member Microsoft Employee on at

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RE: Change look up displayed value

Hi Jane,

if you solved the problem thanks to an answer, please mark it as verified to encourage the community to provide more and more a better support. Thank you. Francesco

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Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

Independent Contractor

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Community Member Microsoft Employee on at

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RE: Change look up displayed value

Hi Jane,

i suggest to proceed this way:

1) Create a new attribute named "Account name" (new_accountname)

2) Change label for standard account name and hide it

3) By ondemand workflow or sdk, copy standard account name to new account name

4) Create a workflow which copy the value of attribute you want to display as Lookup Label each time this attribute is modified (or record is created); run it on first time to update all values

5) You are done!

Please let me know if you solve

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Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

Independent Contractor

http://www.francescopicchi.com
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Preeti Sharma 2,678 on at

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RE: Change look up displayed value

Hi Jane,

You can do it by javascript. Please follow below link:

blogs.msdn.microsoft.com/.../how-to-display-related-entity-field-in-a-crm-lookup-instead-of-the-primary-entity-field

Thanks.
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RaviKashyap 55,410 on at

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RE: Change look up displayed value

Hi Arci,

As suggested above, it will display the primary key which you can't change it post creation. However you can still show other columns along with the name. This is managed by the Account Lookup View.

Hope this helps.
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ARIFNIIT 1,391 on at

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RE: Change look up displayed value

you can not change it. Primary field value will be displayed in Lookup.

you can define primary field at the time of custom entity creation. so you can choose primary field in custom entity only.