Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Answered

Parent Customer field only allows lookup to Contact and not Account on Model Driven App

(0) ShareShare
ReportReport
Posted on by

This is so odd, when I am on the contact form and click into the Parent Customer field, I can select between both Accounts and Contacts.

However on the Model Driven App I can only select a contact record within here with no option to get to the Account table.

Any ideas this is so odd?

  • RE: Parent Customer field only allows lookup to Contact and not Account on Model Driven App

    Thanks, it works in regular CRM but not in the Model App for some reason.

  • Verified answer
    Inogic Profile Picture
    Inogic 436 on at
    RE: Parent Customer field only allows lookup to Contact and not Account on Model Driven App

    Usually the parent customer field on contact form should show the entity records for contact as well as for account entity to be selected as parent customer.

    If you are not able to see the account records and only able to see the contact entity records then, you can try to find the account and contact entity records by clicking on "Advance Lookup" option as shown in below screenshot.

    1Parent-customer-field.png

    It will open a new dialog window to select the parent customer records from contact and account entity.

    2Parent-customer-field.png

    If you are not able to see the "Advance Lookup" option then you need to enable it from Power Platform Admin Center from the given link:


    https://admin.powerplatform.microsoft.com/

    3Parent-customer-field.png

    Hope this helps.

    Thanks!

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

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,468 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,287 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans