Edit the lookup view

Can I do this task?

Each entity can have only one lookup view The view used when a user clicks a lookup field.. The changes you make in the lookup view are displayed any time the lookup button for an entity is clicked.

1. In the Navigation Pane, click Settings.
2. Under Customization, click Customizations.
3. In the Customization area, click Customize the System.
4. Under Components, expand Entities, and then expand the entity you want.
5. Click Views.
6. In the Type column, locate Lookup View. Double-click the view.
7. Modify the columns that are displayed.
   • Add a column:
     1. In the Common Tasks area, for Quick Find Views Views used to display results of searches done using the Search box., click Add View Columns.

        - OR -

        For other types of views, click Add Columns.

     2. Select the check boxes for the columns you want to add, and then click OK.
   • Move a column:
     1. Click the column that you want to move.
     2. In the Common Tasks area, use the arrows to move the column left or right.
   • Change the width of a column:
     1. Click the column that you want to change.
     2. In the Common Tasks area, click Change Properties.
     3. In the Change Column Properties dialog box, click an option to set the column width, and then click OK.
   • Remove a column:
     1. Click the column that you want to remove.
     2. In the Common Tasks area, click Remove.
     3. In the confirmation message, click OK.
   • Change the sort order of a column:
     1. In the Common Tasks area, click Configure Sorting.
     2. In the Configure Sort Order dialog box, in the Column list, select the column you want to sort, then click Ascending Order or Descending Order, and then click OK.
   • Enable online presence for instant messaging:
     1. In the View form for the selected entity, click the column you want to change.
     2. In the Common Tasks area, click Change Properties.
     3. In the Change Column Properties dialog box, select the Enable Presence for this column, and then click OK.

   Note

   To add Find columns Columns in quick find views and lookup views that are searched when a user types text to search for. that are searched when users use the Search box in the lookup view, edit the Quick Find View. The Find columns that are specified in the Quick Find View are applicable to lookup views also. More information: Edit a Quick Find view

8. Click Save or Save and Close.
9. To publish view customizations for just one entity, in the Navigation Pane, click Entities. Then, on the Actions toolbar, click the Publish button.

   To publish all customizations you have made to any entities or components, on the Actions toolbar, click the Publish All Customizations button.

   Note

   If a business entity A standard Microsoft Dynamics CRM entity that can be customized or added to a solution. When part of a solution, a business entity might be further customizable, depending on the restrictions placed on it when created. has been customized, it might have different properties than what is described in Help. There will not be Help that is specific to the custom entities Entities created by a developer or System Customizer in Microsoft Dynamics CRM. They are created in the customization area and can be included in a solution. Custom entities might be further customizable, depending on restrictions placed on them when created. your organization creates. There is Help that describes how to create and use custom entities.