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Service | Customer Service, Contact Center, Fie...
Answered

Default Lookup Place(?) to be "Users" and "All Security Group Teams"

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Hello,


How can I make the default lookup place to be both "Users" and "All Security Teams" in these places? By default it searchs for users "Teams" and "Users" I need it to be "Users" and  "All Security Teams"

Thanks.


 
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  • Verified answer
    Leah Ju Profile Picture
    Microsoft Employee on at
    Hi,
    You need customize lookup view of team table.
    By default, the 'Teams Lookup View‘ will only show owner teams due to the filters set:
    --When manually assigning a record or sharing a record using the built-in form, the default options list doesn't pick up some group team types such as Microsoft Entra ID. You can edit the filter on the default lookup view of the teams table so that it includes these groups.
    Based on your needs, you can select only security group in team type when you edit the view.

    I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
    Regards,
    Leah
     

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