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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to create a dialog...
Microsoft Dynamics CRM (Archived)

How to create a dialog lookup showing teams?

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Posted on by jmkvalsund 22

I'm trying to create a lookup where the user can Select a team,which in turn will be assigned a task.

But I'm not able to pick the right combination of Reference entity and Reference field. When I Select Team as Reference entity , then no matter what I Select as referencefield the lookup will not show the list of Teams. Help!

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  • Suggested answer
    Sayhaitokumar Profile Picture
    Sayhaitokumar 7,042 on at

    Hi jmkvalsund,

    Did you create 1:N relationship between them?

    Did you mentioned any condition in the "Related Records Filtering" section for that field?

  • Deepesh161 Profile Picture
    Deepesh161 6,317 on at

    Can you put a screen of tour lookup please?

  • jmkvalsund Profile Picture
    jmkvalsund 22 on at

    Here are my options when selecting Team as reference entity. No matter what I select from Reference field, I get a lookup containing Users (except for Default queue where I get all the queues).
    As FYI, I'm at the end "extended end user level" of this solution, I don't have access to change relationships etc in the database. Just trying to create some dialogs and workflows to help my colleagues get through the day :-). And I must admitt I've not yet "cracked the nut" regarding how MS is thinking when it comes to workflows and dialogs. Among other things I find the limited options of dialog controls rather annoying.

  • Verified answer
    Deepesh161 Profile Picture
    Deepesh161 6,317 on at

    You can not set Team Field(Entity reference) to Option set out of box. You need to write plugin to achieve this.

  • jmkvalsund Profile Picture
    jmkvalsund 22 on at

    OK, was afraid of that :-) Thanks for your reply!

  • Deepesh161 Profile Picture
    Deepesh161 6,317 on at

    No problems. Can you mark this resolved then?

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