CRM 2011 - Multiple Entity Lookup Search RRS feed

  • Question

  • 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.




    Monday, November 28, 2011 11:13 PM


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