Modifying Lookup Fields and Lookup Views in Dynamics 365

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In Dynamics 365, we can add lookup fields to forms. When the field is selected, it will display certain information regarding the data. In this post we will look at how this works.

Let’s look at the Account field on an Opportunity form. Note the fields displayed and the order – Name, Email, Phone Number:

Selecting Look Up More Records, we see the view is Account Lookup View:

If we edit the form, we can see for this field, the default view is Account Lookup View:

We can edit this view in the solution:

If we update the view to show the Ticker Symbol as the 2nd field, and republish:

We will see the ticker symbol as one of the 3 fields displayed:

We can also change the default view of the field to a different view to display those fields:

 

ABOUT CARL DE SOUZA

Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, Power BI, Azure, and AI.

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