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Microsoft Dynamics CRM
Customer Center
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Microsoft Dynamics CRM
Customer Center
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Quickly find the record you are looking for by using the inline lookup in Microsoft Dynamics CRM. By default, when you click or tap the Lookup button, you see the first 10 results for the specific record type.
You can use the inline lookup fields to search for records by using keywords. As you type, the inline lookup shows you the most recently used (recently searched, updated, or created) records in the list. The lookup resolves automatically if you enter partial text and tab out of the lookup field, and if a single matching record is found. If multiple matching records are found, you'll see a list of matching results you can select a record from.
Note
The recently used records are shown only in the classic forms.
When you press Enter or click or tap the Lookup button, the search results that match your keyword are shown. Microsoft Dynamics CRM looks for matching records by searching for the keyword in columns defined in the quick find view of the entity or in the view that's set as the default view of the entity. Lookup search results show the first three columns that are defined in the lookup view of the entity or the view that's set as the default view of that lookup, including the primary field of that entity. More information: Creating and editing views
If a lookup field, such as Find Customer, points to two or more record types, the inline lookup results will include the results for accounts and contacts because a customer can be an account or a contact. You can click or tap Look Up More Records to open the standard Look Up Records dialog box to search for more records.
If you don't find a record, you can create a new record by clicking or tapping New in the inline lookup area. This lets you quickly create a new record.
Note
The lookup fields on the classic forms don't have the option to create a new record.
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