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Lookup Types and Customizing Lookups in Dynamics CRM

Post Author: Joe D365 |

When customizing lookups in Dynamics CRM, you may run into a scenario where you are unable to assign Accounts to Users, but can assign Account records to Teams. Here is what the lookup will look like when trying to assign Account records.

Customizing Lookups in Dynamics CRM

Everything looks normal except for the grayed out Look for dropdown.

Initially, it may appear that the assign button was rebuilt or that there is some JavaScript firing upon clicking the button. However, the issue is actually with the XML for the Account entity.

A quick export of the Account entity in a solution will allow you to review the XML and find the tag. This part of the XML defines what entities are allowed to be used for lookup when assigning the entities. Here's what the XML looked like originally:


  9

              

             

               

             

Leveraging the SDK we know that the ObjectTypeCode of 9 is Teams, and for Users it is 8.

The fix here was to add the tag:

8

The completed XML should look like this:

<LookupTypes>

                8

  9

             

             

               

             

Follow these steps and you should no longer have an issue with customizing lookups in Dynamics CRM. Here is a complete list of ObjectTypeCodes. You can also check out how to Create a Custom Filtered Lookup in CRM 2011.

For more helpful tips and tricks for Dynamics CRM, keep checking our blog!

Happy CRM'ing!

Joe CRM
By Joe D365
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

2 comments on “Lookup Types and Customizing Lookups in Dynamics CRM”

  1. Is there a way to define in JavaScript which LookupType objects to allow when user starts search (clicks on lookup field search icon)?
    I need a way to enforce system lookup field on "New Connection" form in CRM to allow only search of records of my custom entity type...

  2. I have exactly the same issue as Amer. In CRM 2016 I need to force the Connection "Name" field to display Contacts when you click on the Magnifying Glass.

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