Data type : Customer when creating new record , showing contact dialog by default not look up field

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Posted on by Community Member Microsoft Employee

When new field in case form as Customer and data type : Customer. So when I'm trying to create new record in this field- I should get look up field but getting only contact dialog default ! I wonder why ?

you can see images below , can anyone explain me why its taking contact dialog by default ? isn't a bug in CRM ?

6052.c1.PNG 0675.c2.PNG 7127.c3.PNG

Regards,

Deepthi

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Inogic 24,094 on at

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RE: Data type : Customer when creating new record , showing contact dialog by default not look up field

I can see your JavaScript worked properly.

In the screenshot, though you have marked it as a Contact, but, those records are not Contacts rather those records are Accounts.

What else do you need on this??

Thanks!
Community Member Microsoft Employee on at

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RE: Data type : Customer when creating new record , showing contact dialog by default not look up field

I followed your steps. Still, I'm getting like that.

You can see the properties of the field and example for creating record in that field.

I don't know why its very strange and I tried to execute JS code to filter the field to account by default -> but not change at all!
Inogic 24,094 on at

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RE: Data type : Customer when creating new record , showing contact dialog by default not look up field

Why don`t you try following the steps mentioned in the below blog and see if it still causes the same behavior that you are currently facing.

http://www.inogic.com/blog/2016/06/commencement-of-customer-type-field-in-dynamics-crm-2016-update-1/

Thanks!
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Nithya Gopinath 17,074 on at

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RE: Data type : Customer when creating new record , showing contact dialog by default not look up field

Hi Deepthi,

Can you try removing the existing customer field from the form and see if it works?
SCV 1,004 on at

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RE: Data type : Customer when creating new record , showing contact dialog by default not look up field

Actually I did. That's why I asked. I created a field of Customer type in the Case entity and added to the form. When I tried to create a new record both the out of the box and my custom Customer fields behaves same; showing the customer dialog to select either an account or a contact...
Community Member Microsoft Employee on at

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RE: Data type : Customer when creating new record , showing contact dialog by default not look up field

Yes Sachith. Can you try by yourself as example by creating new field and take data type : Customer in any entity?. When you try to create record for that new field : there is not look up field by default : there is contact dialog is shown !
SCV 1,004 on at

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RE: Data type : Customer when creating new record , showing contact dialog by default not look up field

Are you telling that your new field behaves differently to the out of the box Customer field??