customer lookup filter Archives - Microsoft Dynamics 365 Blog http://microsoftdynamics.in/category/customer-lookup-filter/ Microsoft Dynamics CRM . Microsoft Power Platform Fri, 11 Mar 2016 10:01:00 +0000 en-US hourly 1 https://wordpress.org/?v=6.6.1 https://i0.wp.com/microsoftdynamics.in/wp-content/uploads/2020/04/cropped-Microsoftdynamics365-blogs.png?fit=32%2C32 customer lookup filter Archives - Microsoft Dynamics 365 Blog http://microsoftdynamics.in/category/customer-lookup-filter/ 32 32 176351444 Set only contact entity or only Account entity customer field lookup in case / Opportunity for ms crm http://microsoftdynamics.in/2016/03/11/set-only-contact-entity-or-only-account-entity-customer-field-lookup-in-case-opportunity-for-ms-crm/ Fri, 11 Mar 2016 10:01:00 +0000 http://microsoftdynamics.in/2016/03/11/set-only-contact-entity-or-only-account-entity-customer-field-lookup-in-case-opportunity-for-ms-crm/ Set potential customer look up field to only for contact entity record. By default out of the box functionality gave a pop up with two entity type -contact & account for customer lookup field , if your requirement is to set only contact or only account as entity it can be done using javascript as...

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Set potential customer look up field to only for contact entity record.

By default out of the box functionality gave a pop up with two entity type -contact & account for customer lookup field ,
if your requirement is to set only contact or only account as entity it can be done using javascript as given below ,

Both Contact and Account are viewed by Default 

Only Contact records are views
Only Contact is selected and read only

Both account and contact shown by default 
function disableaccountfromcustomer() {
debugger;
//timeout of 1sec
    setTimeout(function () {
debugger;
        var getid = $(‘#customerid_i’); //customer field id contain account and contact both view
        getid .attr(‘defaulttype’, ‘2’); // default advance find entity type to contact
        getid .attr(‘lookuptypes’, ‘2’); //change lookup view to contact
    }, 1000);

}

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