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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Dynamics 365 Portal - ...
Service | Customer Service, Contact Center, Fie...
Suggested Answer

Dynamics 365 Portal - Hide Contacts lookup view

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Posted on by fran2105 416

Hello everyone. 

I have the Customer field (logic name - customerid) which is rendering 2 lookups on the portal:

pastedimage1620892869934v2.png

I want the portal user to only see the Account lookup view when submitting a case. 

Any suggestions please?

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  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi fran2105,

    If you want to disable contact lookup view of customer field in the form, which can be easily to achieved through js.

     

    function defaultcustomer() {
    Xrm.Page.getControl("customerid").addPreSearch(addFilter);
}
function addFilter() {
    var customerAccountFilter = "";
    Xrm.Page.getControl("customerid").addCustomFilter(customerAccountFilter, "contact");
}

    Contact label in customer field is greyed out.

    pastedimage1620972153806v1.png

    However, it’s hard to hide contact lookup view for customer field in the portal, maybe you can create a new 1:N relationship between Account and one entity you need, then add the account lookup field to the form that has been used in portal.

    pastedimage1620972245758v3.png

    Regards,

    Leah Ju

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

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