Configure Customer lookup to show either contacts or accounts in Canvas Apps


Debajit's Dynamic CRM Blog

Happy new year to all my blog readers and this is my first blog of 2020. And how about starting with a simple one and that too on canvas apps!

So this was my customer requirement. They were designing a canvas app for their business users which was basically kind of contact management. And while designing the contact edit form, they needed to show a form similar to the below one.

image

important fields to consider in the above screenshot are “Parent entity” & “Is company contact”.

Parent Entity field is nothing but the Company name (parentcustomerid) field of the contact. “Is Company Contact” is a custom field of type boolean.

In short the requirement was if that if the contact is a company contact, then the Parent entity field should allow users only to select Accounts else it should allow users to select only contacts. We…

View original post 287 more words

Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

One thought on “Configure Customer lookup to show either contacts or accounts in Canvas Apps”

  1. Dear Webmaster,

    My name is Patricia Dolan. I senior link building acquisition strategist and SEO consultant.

    While performing competition research for my client, I came across https://nishantrana.me/2020/07/06/configuring-on-premises-data-gateway-to-connect-tosql-server-on-premise-data-source-power-platform/

    One of my clients has a website in the similar niche. I was wondering if you could edit one of the relevant blog posts on your website and mention my client’s website on it. I will also provide you edits to make your editorial team’s job easier.

    We are willing to pay a small editorial fee to the quality site for your efforts.

    Let me know your paypal email so that my writer can give you specific edits and we can start nurturing long term relationships for my other clients also.

    Patricia Dolan
    Senior Link Acquisition Strategist
    SEO Consultant

    Like

Please share your thoughts

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.

CRM for You and Me

Customer Relationship Mgt App for the Professional

D CRM Explorer

Learn about Microsoft Dynamics CRM Power Platform customization and implementation and other cool stuffs

Stroke // Jonas Rapp

I know pre-stroke. I will improve who I was.

Power Melange

Power Melange By Shalinee

Clavin's Blog

Power Automate - Power Apps - SharePoint Online - Azure - Nintex - K2 - Artificial Intelligence

Sat Sangha Salon

An Inquiry in Being

The Indoencers

The Influencers & Influences of Indian Music

Monika Halan's blog

Hand's-free money management

D365 Demystified

A closer look at Microsoft Dynamics 365.

Microsoft Mate (msftmate) - Andrew Rogers

Experienced consultant primarily focused on Microsoft Dynamics 365 and the Power Platform

Knowhere365

Specific topics by Django Lohn on the whole Microsoft365 Stack

Manmit Rahevar's Blog

One Stop Destination for Microsoft Technology Solutions

MG

Naturally Curious

Brian Illand

Power Platform and Dynamics 365

Steve Mordue MVP

A Microsoft Business Applications MVP

Subwoofer 101

Bass defines your home theater

SQLTwins by Nakul Vachhrajani

SQL Server tips and experiences dedicated to my twin daughters.

Everything D365

Discovering Azure DevOps and D365 Business Applications

Tech Wizard

Lets do IT Spells

Two Bite Tips

Valuable Tips To Grow Your Business

XRM Tricks (Power Platform & Dynamics CRM )

Power Platform & Dynamics CRM

CRM TIPS BY PRM

Mail to crmtipsbyprm@gmail.com for queries and suggestions

nijos.dev

Giving back to the community what I have learned

xrm CRM Dynamics

Dynamics CRM Technical & Functional Info

Dynamics 365 Blogs - Explained in unique way

Sometimes you need to look at things from different perspective.

CRM Keeper

Dynamics 365 Customer Engagement, CRM, Microsoft CRM, Dynamics CRM

EVOLVED365

Step into the world of a Dynamics 365 Consultant

Dianamics PCF Lady

Diana & Dynamics 365 & Power Platform

Sara Lagerquist

No Code Customization Concepts

innovativeaj

developer, designer, writer, fun loving, patriotic, humble and a sweet person inside out :) love and respect people who have a great sense of humor.

Temmy Wahyu Raharjo

Dreaming to be a clean coder and TDD minded programmer.

Transform 365

We blog about problems we face and code we write to help others

%d bloggers like this: