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

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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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SCV 1,004 on at

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

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Community Member on at

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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 !

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SCV 1,004 on at

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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...

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Nithya Gopinath 17,078 on at

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Hi Deepthi,

Can you try removing the existing customer field from the form and see if it works?

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Inogic 764 on at

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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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Community Member on at

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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!

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Inogic 764 on at

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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!

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