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Limiting Lookup fields to Related Records - October 2019 Release Wave 2

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  • 1.  Limiting Lookup fields to Related Records - October 2019 Release Wave 2

    TOP CONTRIBUTOR
    Posted 16 days ago

    Regarding October 2019 Release Wave 2...

    Has anyone else noticed that lookup fields don't display related records anymore even if the field is set that way? For instance, the Contact field on the Opportunity is set to show the list of Contacts associated with the Account listed. However, no contacts are listed and it just provides the opportunity to type or create new.

    Some lookup fields are displaying recently accessed (not only related) records, which we've figured out how to turn off. How do we get our related records functioning again?

    Is this a bug, an intentional change, or am I missing a setting?

    Thanks for your feedback!



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    Julie Reynolds
    Enterprise Information Steward II
    Brotherhood Mutual Insurance
    Fort Wayne IN
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    Conference-CRMUG_200x200


  • 2.  RE: Limiting Lookup fields to Related Records - October 2019 Release Wave 2
    Best Answer

    TOP CONTRIBUTOR
    Posted 16 days ago
    @Julie Reynolds - I noticed this exact behavior as well. The trick is that if you put your cursor in the lookup field and hit "Enter" on your keyboard, the list of records will display. Also, the lookup field now has a type-ahead feature. As you start typing the values in the lookup field will auto-display without you having to hit "Enter", or click the magnifying glass icon.

    If you click the magnifying glass icon without typing anything, it will show what you described. However, if you have any recent records, these will now display when the magnifying glass is clicked.

    I know this seems confusing. I had to run through this a few times to get the hang of it.​

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    Aaron Back, MCSE
    Sr. Microsoft Dynamics 365 Consultant
    ACE Microtechnology
    _______________________________________
    CRMUG Board Member
    CRMUG Chapter Leader - Cincinnati, Ohio
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    Conference-CRMUG_200x200


  • 3.  RE: Limiting Lookup fields to Related Records - October 2019 Release Wave 2

    TOP CONTRIBUTOR
    Posted 16 days ago
    @Aaron Back, MCSE  Thank you! Thank you! Thank you!

    While not an ideal solution from our users' perspective, it is much better than our users having to start typing in the values.  ​

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    Julie Reynolds
    Enterprise Information Steward II
    Brotherhood Mutual Insurance
    Fort Wayne IN
    ------------------------------

    Conference-CRMUG_200x200


  • 4.  RE: Limiting Lookup fields to Related Records - October 2019 Release Wave 2

    TOP CONTRIBUTOR
    Posted 16 days ago
    @Julie Reynolds - Glad this helped! By the way, could you mark my answer as "Best Answer"? This is located in the drop-down arrow next to the "Reply" button.

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    Aaron Back, MCSE
    Sr. Microsoft Dynamics 365 Consultant
    ACE Microtechnology
    _______________________________________
    CRMUG Board Member
    CRMUG Chapter Leader - Cincinnati, Ohio
    ------------------------------

    Conference-CRMUG_200x200


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