CODEWITHSUNDEEP
dynamics-crmcrmdynamics-crm-2015
Eduardo Ghidini
Eduardo Ghidini

Reputation: 249

Dynamics CRM - Change Lookup (Autocomplete) View of Customer Entity

i'm new on microsoft dynamics crm. I need to customize a view of customer search field (what i understand as a autocomplete), in order to add some fields and allow users to search through these fields.

I found some links on internet and i found some authors that says that is necessary to change the views of the entities, however, i couldn't find any that could represent these specific view.

I'm attaching an image of the view that i want to customize.I want to know if it is possible to change it through the crm. If yes, where and what i should customize.

enter image description here

Thanks.

Upvotes: 0

Views: 490

Answers (1)

dynamicallyCRM
dynamicallyCRM

Reputation: 2980

What you are looking for is the Lookup View. Each entity has a quick find view which can be customized to an extent by adding a filter criteria etc. To have more granular level control over filter criteria you can use Pre Search Event

enter image description here

Upvotes: 1

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