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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM for Outlook - Set ...
Microsoft Dynamics CRM (Archived)

CRM for Outlook - Set Regarding Look Up Record Issue

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Posted on by eelethia 170

Hello,

I was conducting a sales training course on tracking/set regarding in CRM for Outlook and one of the sales representatives has an interesting problem. When he went to set an email regarding a CRM entity, he had no "Look for" or "View" option in the Look Up Record window. He only has the option to "Search." And the only records he is able to search are Accounts. Everyone else is able to choose an entity and view in addition to searching (and they all have the same security role, so I don't think that's the problem). I haven't been able to figure out the problem...any help would be greatly appreciated, thank you!

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  • Community Member Profile Picture
    Community Member on at

    Hi, I am experiencing the same with one of my users. Did you find a solution?

  • Verified answer
    eelethia Profile Picture
    eelethia 170 on at

    The good news is that I figured it out. The bad news is that it took me this long...

    The Look For and View drop-downs are still there, the user just wasn't able to see them. He had to scroll up.

    For some reason, the Look Up Record window was opening in a partially minimized state, and the scroll bar was appearing on the side.

    Sometimes it's the simplest of things... Hope that fixes your problem as well.

  • Community Member Profile Picture
    Community Member on at

    Terrific, solved it, thanks a lot!

  • Community Member Profile Picture
    Community Member on at

    Excellent, thanks for sharing that, I was stuck on this problem for days!  Scroll bars in dialog boxes, I just wasn't seeing it until I read this thread.  Thanks!

  • SectorGerry Profile Picture
    SectorGerry 10 on at

    Ha ha. Wow!  I have been struggling and "making due" with this for weeks...and yes, all it was was a matter of scrolling up a little!  Dang!  I'll stop kicking myself now and just thank you for the simplest solution I have every seen!

  • SectorGerry Profile Picture
    SectorGerry 10 on at

    I just did a test - I had my fonts (Win7) set to MEDIUM. When I set them back to SMALL (Default), the issue goes away. :-)

  • Simon Finn Profile Picture
    Simon Finn 265 on at

    This helped us as well!

    Thanks!

  • StaceyKCRM Profile Picture
    StaceyKCRM 80 on at

    Too funny - I have been looking this for a bit and could not figure out why I could not see the darn fields. Thank you for posting this :-)

  • JonesEA_2018 Profile Picture
    JonesEA_2018 250 on at

    Thanks for posting this!  

    We were going through this with one user, too.  Problem solved!

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