Unified Interface Customer Lookup Field

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We are running Microsoft Dynamics 365 version 1710 (9.1.0.6827) online for Customer Service.

We have the Customer lookup field on the case screen - out of the box. In the default view (not Unified Interface), the lookup works as designed - able to search for Accounts or Contacts.

When we switch to the Unified Interface, the Customer lookup field only shows Accounts:

The field Customer is the out of the box CUSTOMERID field.

In searching the internet, I see that I should have ALL, ACCOUNTS, and CONTACTS in the top bar to switch between. What on earth is the problem? Is it our version? I've tried other browsers with no luck. Is there a setting I am missing?

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LuHao 40,892 on at

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RE: Unified Interface Customer Lookup Field

Hi partner,

This is because the entity list for this unified interface app does not have Contact.

1) As shown, the Customer Service Hub is a unified interface app, it has a Customer field with only Account and no Contact.

2) Click Advanced Settings, then click My Apps, open Customer Service Hub's app designer.

3) Click the Entities. In the entity list, Contact is not checked. So we check Contact. Finally save and publish.

4) Go to the Customer Service Hub, this customer field has the Contact.

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Community Member on at

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RE: Unified Interface Customer Lookup Field

Excellent! Thank you VERY MUCH! This did indeed fix my issue.

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