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 :):):)

 

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 :):):)

 

QuickFindQueryRecordLimit exceeded. Cannot perform this operation in CRM

I am facing the below issue, when the user is searching for a Text in Contact’s Home Page grid view.

QuickFindQueryRecordLimit exceeded. Cannot perform this operation

Root cause: User is searching for a Text in Contact’s Home Page grid view and there are having more than 10,000 records.

Due to this limitation in CRM for Quick Find Search, CRM Platform is throwing this issue.

Solution: Goto Settings -> Administration -> System Settings

Change the Enable Quick Find record limits under Set up Quick Find to No and click on OK.

Quick Find Settings in System Settings

Now you can search the required Text without any issues.

Hope this resolves your issue.

FetchXML Formatter Online

With regards to my Post FetchXML Formatter Tool, Ashish created an online version of this Tool.

Click here and have a look at the FetchXML Formatter Online Version and it really helps as it can be accessed online by everyone from anywhere.

FetchXML Formatter Online Version

Really appreciate Ashish Vishwakarma’s effort in creating this Tool in Online Version.