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Only showing contacts for required (and / or optional) attendees on appointment

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Hi,

Is there any, supported, way to only show contacts when you do the lookup on required attendees on appointment. As it is now it starts with accounts which rarely are a meeting participant at least in our customer's case. It would be nice to get the contact view as the first choise when you open the lookup and to have contacts for the first ten that shows in the gui (which imho is pretty useless anyway, what are the odds that the ten shown out of 35000 contacts are the correct ones?)

Thanks.

Rickard Norström Developer CRM-Konsulterna
http://www.crmkonsulterna.se
Swedish Dynamics CRM Forum: http://www.crmforum.se
My Blog: http://rickardnorstrom.blogspot.se

Tuesday, April 21, 2015 7:17 AM

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Hello,

Take a look at this link: https://bingsoft.wordpress.com/2011/01/13/default-customer-lookup-to-contact-in-crm-2011/ . Change the customerid to 'requiredattendees'

Hope it helps,

Kind Regards
- Edited by Jochen- Tuesday, April 21, 2015 8:26 AM Link update
Tuesday, April 21, 2015 8:26 AM
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Hi Jochen,

Thanks, but I'm a bit reluctant to use the ducument.getElementById considering it's a DOM manipulation, or am I mistaken there?

Regards
Rickard Norström Developer CRM-Konsulterna
http://www.crmkonsulterna.se
Swedish Dynamics CRM Forum: http://www.crmforum.se
My Blog: http://rickardnorstrom.blogspot.se

Tuesday, April 21, 2015 8:28 AM
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Rickard,

I know it's unsupported but I checked the Xrm library and I don't think you can do this in a supported way. This link also provides a solution. I looked for a supported way on Google, but didn't find one. If you want to search just look for the words 'change view default entity partylist...' (required attendees is an attribute of type partylist).

If you find one (but I think you wouldn't) , tell me :D

Hope it helps

Kind Regards

Tuesday, April 21, 2015 9:30 AM
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Yes, I know, I did the same before turning my thoughts to the forum. It's a bit funny that you can't choose this with a customization condering you rarley want to invite General Dynamics to a meeting, I mean, is there a meeting room large enough for that? :)

Regards
Rickard Norström Developer CRM-Konsulterna
http://www.crmkonsulterna.se
Swedish Dynamics CRM Forum: http://www.crmforum.se
My Blog: http://rickardnorstrom.blogspot.se

Tuesday, April 21, 2015 10:07 AM
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True story.

Another approach would be to hide the Required Attendees, Create your own custom Required Attendees Subgrid (1:N between Appointment and Contact). Create a plugin in pre-validation stage (Create and Update), to add the selected contacts to the required attendees ActivityParty: https://msdn.microsoft.com/en-us/library/hh372955.aspx

This one is supported

Kind Regards
- Edited by Jochen- Tuesday, April 21, 2015 11:12 AM
Tuesday, April 21, 2015 11:12 AM
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Hehe, considering the amount of customizations we have done to the poor appointment entity, this wouldn't be even hallf stupid, however, I don't know if the customer would like to have the "multi-field" changed.

/Rickard
Rickard Norström Developer CRM-Konsulterna
http://www.crmkonsulterna.se
Swedish Dynamics CRM Forum: http://www.crmforum.se
My Blog: http://rickardnorstrom.blogspot.se

Tuesday, April 21, 2015 11:15 AM

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Only showing contacts for required (and / or optional) attendees on appointment

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