Tip #1044: Display lookups as hyperlinks in portal entity list

Portal gun

Entity lists in the Dynamics 365 portals do not have any special handling for the lookups – they just render the display names. Fair enough, after all, how is the rendering code supposed to know what page to link to? If you are comfortable with liquid in portals then the task is relatively easy. Just […]

Tip #645: Name that address

Return to sender

If you want to take advantage of an obscure Lookup Address feature when dealing with quotes or orders, you will find that the address lookup on that dialog looks very strange: first line is blank followed by the zip/postal code and city. In addition, how do you add multiple addresses to a customer record in […]

Tip #515: Why lookup control appears disabled

The other day the client asked us to verify the field level security settings on the system. The reason, as they explained it, was that one of the lookup controls appeared disabled and wouldn’t become enabled regardless of what they did to FLS settings. Long story short, the control was disabled not because of the […]

Tip #476: Make your lookup pretty and useful

Add extra columns to lookup view

Bonjour, comment ça va! CRM Tip Of The Day is going international and today’s guest is Clément “Bienvenue chez Lagny-le-Sec” Marty Clément continues our stream of tips about lookups and, being French, succinctly explains how to make them prettier and more useful at the same time. If the principal attribute (the name of the record, […]

Tip #469: Sorting lookup field quick preview

Most of the time Joel is very helpful but sometimes he’s just plain grumpy: I’m finding that the lookup field quick preview list does not honor sort order. In this example I have a “sequence” field that sorts the list in the desired order: If you go to the lookup dialog, it honors the sort […]

Tip #148: Simplify the customer lookup

In Dynamics CRM 2013 when you create a record such as a contact or opportunity that include the “Customer” lookup field that can resolve to an Account or Contact, and you type a company name in the customer field, you may get more results than expected. This is because when you type in the customer lookup […]