Have you ever wished you had different information available in Microsoft Dynamics 365 when selecting a record for a lookup field? Learn how to customize lookup views in Microsoft Dynamics 365 customer relationship management (CRM) here. Below are two options that can help you improve the user experience when choosing a value in a lookup field.
The first option is to customize the standard lookup view available for almost every Dynamics 365 CRM table.
Let’s look at how this might work for the Company Name lookup field on a contact form. The out-of-the-box lookup view for Accounts shows the account name, the account email address, and the main phone number.
When Accounts have the same name or corporate email address, this often is not sufficient information to choose the correct Account. Notice the difference below between the standard view on the left and a modified view on the right. Making a simple change to include the city—instead of the email address—greatly enhances a user’s ability to choose the correct Account.
Here’s how to make this change:
- Navigate to make.powerapps.com.
- Make sure you are in the environment you wish to update:
- Select Forvis Mazars or use the Contact Us form below to discuss your CRM needs and goals.