Default Potential Customer lookup to show only accounts/ Contacts in CRM 2013 Business Process Flows

In the opportunity entity, we have a field “Potential Customer” which is of type “Customer” and it can be both account or contact entity. However sometimes we might need to customize the same to show only contacts or accounts.

For this in the form load of the opportunity entity, just add the two lines of code shown below.

$(“#customerid”).attr(“lookuptypes”, “1”);

$(“#customerid”).find(“img”).attr(“lookuptypes”, “1”);

However in CRM 2013 if we are using business process flows and we include the Potential Customer in the business process flow, the above line of code wouldn’t do the job for you. For that just add the two lines of code shown below.

$(“#header_process_customerid”).attr(“lookuptypes”, “1”);

$(“#header_process_customerid”).find(“img”).attr(“lookuptypes”, “1”);

 

Hope this helps!

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About Debajit
I am a Dynamics CRM Most Valuable Professional (MVP) with 10 years of experience in Microsoft .NET Technologies and 7 years of dedicated experience in Microsoft Dynamics CRM. I have worked with companies like Microsoft, SanDisk, PwC, TMF Group and have extensive experience of implementing complex CRM solutions from both offshore and client side. Currently the face of XrmForYou.com with significant experience in delivering corporate training on Dynamics CRM and have already delivered multiple projects to client through XrmForYou.com Author of multiple tools on codeplex including the 'Role Based Views' and 'CRM-Sharepoint Metadata manager & Attachment Extractor' which are available for commercial use under XrmForYou.com For consulting/ training, drop me a note at info@xrmforyou.com or visit our website www.xrmforyou.com

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