Change lookup value in Dynamics 365 9.0

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Posted on by Alessio Bongiorno

I have a question, to which I fear the solution is "by design behaviour - no alternatives".

Changing a lookup value in a form in 9.0 version is really more difficult (than in 2015 version, the one I really used before, but also in 8.2 is like in 2015 imho) and requires a great number of clicks, that are not obvious! In fact, if a lookup is filled in, clicking also in the white space will open the record linked in the lookup (terrible!).

So, the only way is:

click on the magnifying glass icon
(clicking backspace or del key will have no effect at this point (terrible!))
then or click outside the lookup or go leftward with the left arrow key on the keyboard
then delete all the SINGLE digits with backspace key (terrible!)
and then only finally type the new value.

This procedure is very cumbersome, and it is hard to explain to our customers why it is in this way, that's probably the worst way possible to do it.

So, I ask if someone knows a simpler way that I could have completely missed (it can be, and I really hope it :) ) to perform this operation, or at least an explanation of the reason of this awful, cumbersome and messy user experience.

Thank you in advance!

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Alex Fun Wei Jie 33,626 on at

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RE: Change lookup value in Dynamics 365 9.0

Hi,

You can click on the white space within the lookup and delete it. Unfortunately, you cant change the behavior.
Alessio Bongiorno on at

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RE: Change lookup value in Dynamics 365 9.0

Thanks for the answer, this is a tiny little bit better than clicking on the magnifying glass icon, but it is still not simple (i think about telling the customer "click on the 3 pixel area near the icon"), and however it needs deleting letter by letter (or pressing ctrl-A and then deleting).
Ben Thompson 6,350 on at

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RE: Change lookup value in Dynamics 365 9.0

You need to click in a small area to the left of the magnifying glass as shown in the diagram below

You can tell from the cursor what you can do based on the cursor shape. When its in that little area in red it will be an arrow and you can edit the field by clicking the mouse button, if the cursor is in the rest of the lookup field it will be a hand and clicking the mouse button will open the record of the lookup value