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 Dataverse Dynamics 365 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

Embed PowerBI Report To Form
Blogs
09 Sep, 2026

Embed a Power BI Report on a Dynamics 365 Form, Filtered to the Record You're Viewing

Most Power BI reports in a Dynamics 365 environment live somewhere the user has to go and find: a dashboard,…

READ MORE
Blogs
08 Sep, 2026

How to Dynamically Retrieve SharePoint Drive IDs and List GUIDs for Power Automate

Introduction Many times, we come across scenarios where we need to populate a Word template in Dynamics 365 using Power…

READ MORE
Blogs
11 Aug, 2026

How to Remove an Unmanaged Layer from a Dataverse Email Template

Overview Email Templates in Microsoft Dataverse make it easy to reuse email content such as subject lines, message bodies, and…

READ MORE