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CRM 2011 - Multiple Entity Lookup Search

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Hi Forum,

I have a requirement where a look field on the form should be able to search across multiple entity just like how ParentCustomer filed on

opportunity allows end user to select either from Account or Contact enitty as per the below screenshot

Is this possible ? if yes,does any one knows how to achieve this for custom entities in supported way.

For example, I have an entity A which has a lookup field. Upon clicking on this lookup, user should be able search across multiple entities called X,Y,Z and should be able to save the record.

Thanks in advance.

H.Desai

Monday, November 28, 2011 11:13 PM

Answers

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Hi H Desai,

Here is how you can do it.

http://blog.simonjackson.info/2010/02/crm-4-multi-entity-type-lookup.html

Hope this helps

if the response answered your question, please take a minute and mark the response as an answer.

dkay
- Marked as answer by Andrii ButenkoMVP, Moderator Tuesday, April 10, 2012 5:33 PM
Monday, November 28, 2011 11:52 PM

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Hi H Desai,

Here is how you can do it.

http://blog.simonjackson.info/2010/02/crm-4-multi-entity-type-lookup.html

Hope this helps

if the response answered your question, please take a minute and mark the response as an answer.

dkay
- Marked as answer by Andrii ButenkoMVP, Moderator Tuesday, April 10, 2012 5:33 PM
Monday, November 28, 2011 11:52 PM
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Hi Crm_Develper,

Thanks for the reply.

In this link, author has mentioned about implementing some class but I can't see any class file in the post. Can you guide me thru this.

Will this work on CRM 2011 ?

EDIT: Also, I came across below link which works fine. But when I save the record it throws error. I assumes it's because I am trying save Entity A type record

in the Entity B type lookup value. any ideas ?

http://social.microsoft.com/Forums/en-US/crmdevelopment/thread/bf4ae76e-aac4-449f-805e-fd018c3c5a38

Thanks,

H.Desai
- Edited by H.Desai Tuesday, November 29, 2011 12:33 AM
Tuesday, November 29, 2011 12:21 AM
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Here is how you do it in CRM 2011:

http://mscrmgoodies.blogspot.com/2012/02/custom-lookup-in-crm-2011.html

I have tried this and was successful. Good luck!
- Proposed as answer by wikky2007 Tuesday, May 15, 2012 3:09 PM
Friday, May 11, 2012 3:14 AM