knowledgecenter-breadcrum

Knowledge Center

27 Apr, 2022

Quick Tip – Restrict Customer Lookup to show only account or contact

Posted on 27 Apr, 2022 by Admin, Posted in Dynamics 365 Dataverse Power Platform Dynamics-365 Sales

Quick Tip – Restrict Customer Lookup to show only account or contact Blogs

Quick Tip – Restrict Customer Lookup to show only account or contact

In this blog we will see how we can restrict the customer lookup type field to show only account or contact without using “addPreSearch” method.

To restrict the customer lookup, we can use below method.

For more info:

https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/clientapi/reference/controls/setentitytypes

Example.

On Case entity, we have added below code on form load to restrict the customer lookup to show only account.

Hope this helps!!

Comment

This is a Required Field

Loading

Recent Updates

Business Central thumbnail image
Blogs
06 Jan, 2025

What is Dynamics 365 Business Central? A Comprehensive Beginner's Guide

Dynamics 365 Business Central is a unified business management system offered by Microsoft. It helps businesses automate and manage various…

READ MORE
Thumbnail D365 for Marketing
Blogs
16 Dec, 2024

10 Reasons Why You Need Dynamics 365 for Marketing

This blog discusses the top 10 reasons to choose Dynamics 365 for Marketing to improve your business's marketing efforts.  …

READ MORE
Thumbnail_top 10 benefits of
Blogs
02 Dec, 2024

Top 10 Benefits of Microsoft Dynamics 365

This blog lists the advantages of Microsoft Dynamics 365, focusing on how it can improve your business operations.    …

READ MORE