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Customer experience | Sales, Customer Insights,...

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Customer Data Type

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Posted on by Community member

Hi Community,

I am facing one issue that is for customer data type field i need to restrict to select one type of account records (for account entity 2 types of accounts are there ).

How can i solve this issue please guide me.

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Dengliang Li Microsoft Employee on at

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Customer Data Type

Hi,

Has the issue been solved?
Have there been any updates? Please feel free to ask me if you have any questions!
If it has been resolved, can you mark the response as an answer?
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Dengliang Li Microsoft Employee on at

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Customer Data Type

Hi,

You can use JS to restrict the Customer Look up field from displaying contact or account records.

function onload(executionContext) {
//get customer field control
var customerId= executionContext.getFormContext().getControl("customerid");
function filterCustomerLookup() {
//Set the Customer field to display only account records.To display the contact record, simply replace account with contact.
customerId.setEntityTypes(["account"]);
}

customerId.addPreSearch(filterCustomerLookup);
}

The following is an article with a similar issue for reference.
Tip to Filter Customer Field depending on ‘Type of Customer’ in Dynamics 365 UCI - Microsoft Dynamics 365 CRM Tips and Tricks (inogic.com)

Best Regards,
Dengliang Li

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