From the Microsoft Dynamics 365 for Customer Engagement and CRM Blogs: Lookups; Contact cards; Opportunity close; Images in reports

August 16 2019

In this week's Microsoft Dynamics 365 Customer Engagement and CRM blog roundup:

  • Setting up views for more usable lookups in the Dynamics 365 Unified Interface
  • Using PCF to display contact cards
  • Customization of opportunity close dialog box in Dynamics 365
  • How to use image web resource of Dynamics 365 CRM in SSRS report

Setting up views for more usable lookups in the Dynamics 365 Unified Interface

On the Magnetism Blog, Jared Johnson stated that when you set up lookups in the Unified Interface, you may notice that it shows results that only show the entity icon or data that's not the name.

That's because Unified Interface lookups use the columns on the view in order. You can see an example of that here.

This means that for your Lookup view for each entity, you should make sure the name field of the entity is on the view, and in the position you want it. This is because If a field is empty it will instead display the next value.

You can read more about setting up views in the D365 United Interface here.

Using PCF to display contact cards

About MSDW Editorial Team

More about MSDW Editorial Team