Relayr partnered with HCL-PowerObjects to implement Microsoft Dynamics 365 Finance - and it was delivered 100% remotely. Watch this solution story video to learn more!
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.
Everything looks normal except for the grayed out Look for dropdown.
A quick export of the Account entity in a solution will allow you to review the XML and find the
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:
The completed XML should look like this:
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!