![]() ![]() This works fine, as you are no longer able to see any contacts in the contact section. We basically want to filter customer lookup fields on a specific entity type.Īlmost every time, I see that the addPreSearch in combination with the addCustomFilter method is used to enforce this functionality. Without any customization, the default behavior of this fields looks like this.Ī common requirement we have all implemented at least once in our life, is to limit the default parentcustomer field on contact so only accounts can be picked as a value. Or you can include both instead of using the Customer lookup.” ![]() These entities also have separate Account and Contact lookups that you can use if your customers are always one type. These lookups are available for the Opportunity, Case, Quote, Order, and Invoice entities. “The Customer field allows for a single reference to either an account or a contact record. ![]() The Customer lookup fields offer great possibilities and we missed it in earlier versions of Dynamics365.īut sometimes, the out-of-the-box setup offers to much information.įor those who don’t know what the Customer field type is, here is the Microsoft definition ![]()
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