Removing Entities from the Regarding Field

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Posted on by RE-24101527-0

Hi all,

I wanted to know if it was possible to change what entities are found when using the regarding field.

For example, in our business case, the regarding field will only ever be an account. So is there a way that I can limit the results when searching using the regarding field to only show accounts?

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Microsoft Dynamics CRM

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Muhammad.Affan 3,661 on at

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Removing Entities from the Regarding Field

Hi There,

Refer these links they may provide more insights:

https://community.dynamics.com/blogs/post/?postid=2c463a4e-9d4a-4b80-b5d7-bfc91bf06f6e

https://dreamingincrm.com/2016/06/02/restricting-the-customer-lookup/

https://crm365blog.wordpress.com/2018/06/03/restrict-user-to-select-only-account-from-look-for-dropdown-in-lookup-popup/

Thanks

Affan

If my suggested answer has helped, please mark it as verified.
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Amit Katariya007 7,532 Super User 2024 Season 1 on at

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Removing Entities from the Regarding Field

You can use entity types API.

Please refer below article which will help you to implement your requirement.

Filter Customer Type field to display only Account

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