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 […]
We have received several comments for tip #148. The point of that tip was to explain how to make the customer lookup not return contacts when you type in the name of an account. Based on reader feedback, what many people are looking for is a way to totally restrict the customer lookup to only […]
I recently wrote the book The CRM Mobile Survival Guide. In Chapter 5 I discuss how to configure Dynamics CRM to give users a good user experience when using CRM via the CRM for Tablets app. One thing I found while researching the book is that lookup field behavior in the tablet app is not […]
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 […]
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