How to Customize Lookup Views in CRM?

Will see how to customize a Lookup View with an example.

Example:

Customer requirement is to have “Ticker Symbol” instead of Phone” in Customer Lookup for Account in Case Entity.

Customize Lookup - Example

As per the above screenshot, can see Account Name, Email and Phone.

Now, we have to replace Phone with Ticker Symbol.

Please follow the below steps to do so,

Step 1: Go to Account Entity Customization -> Views -> Account Lookup View.

We can see the Account Name, Email and Phone in Out of the box View. Add Ticker Symbol after Email.

Note: As per the Order of First three columns, Lookup View displays.

Customize Lookup - Example - Account Lookup View

Step 2: Save and Close the View. Publish the Account Entity Only.

Step 3: Open new Case Entity record and search for the required Account record in Customer Lookup to see the changes.

Customize Lookup - Example - Account Lookup View with Ticker Symbol

Note: If the Account record has no data for Ticker Symbol, it will be displayed as Empty.

Hope you learned a new thing today :):):)

 

Principal User is missing prvReadIncident privilege

Got the below issue when i am trying to assign a record to a Team via Action from Incident entity field update from CRM Webform,

Principal User is missing prvReadIncident privilege

I have searched in google for this error and found so many blogs and forums, majority of them saying, to change the Access Mode to Read-Write in System User entity for the user who is facing this issue. User is having Read-Write in my case, but still i faced this issue.

Finally i found that, somehow the Team got converted to Access Team, which i am assigning from Action.

I converted the team from Access Team to Owner Team.

Still, i faced the issue and found that there is no security role assigned to the Owner Team.

At last assigned required Security role to the Team and issue resolved.

Hope this helps and resolves your issue 🙂

 

How to Enable/ Disable languages in Dynamic 365 Online?

Follow the below steps to Enable/ Disable languages in CRM Online,

Step 1: Goto Dynamics 365 -> Settings -> Administration. Click on Languages.

Languages

Step 2: Select the required Language to Enable/ Disable and Apply.

In this Example, I am going to Enable Language Hindi (India).

Select Enable or Disable Languages

Step 3: Click on Ok to Confirm Language Change.

Enable Language_Click Ok

Step 4: It will take some time to Enable/ Disable Languages.

Language Settings_Work in Progress

Step 5: Click on Personal Settings to see the Enable/ Disable Language changes.

Personal Settings

Step 6: Go to Languages Tab and see the newly added language. Select Hindi (India) to see the changes in CRM and click on OK.

Language Options in Personal Settingsjpg

Step 7: You can see the new language in CRM.

CRM in Hindi

Hope you learned a new thing today :):):)