Are you excited about the upcoming release of Microsoft Dynamics CRM 2013? We are! Check out our page on Dynamics CRM 2013 resources for the latest news, information and updates regarding the update.
In today’s blog, we’ll focus on just one of the many exciting new features of CRM 2013—inline lookup controls.
Inline lookup controls are best illustrated via an example. The screenshot below shows the Primary Contact lookup field on the Accounts record. When you hover over the primary contact field, the search icon becomes visible. When you select the search icon, the primary contact lookup control section shows up. The inline rendering is consistent with the overall UI behavior of CRM 2013.
There are three ways to select the primary contact record:
1. Select from the associated contact records that are listed in the inline rendering. There is a limit of 10 records that are automatically rendered.
2. Look up more records. To do this, select the “look up more records” option, which will bring up the window shown below. (This is similar to the window rendered in CRM 2011 when selecting a lookup record.) You can search and select an existing contact record or create a new contact record by selecting the New button on the window.
3. Create a new contact by selecting the + New button. This is a new feature in CRM 2013. When you select this button, it renders a “quick create” form for a contact. You can quickly create a contact using this new form and select it as the primary contact for the account. This will be a huge time saver!
As mentioned earlier, when you select the search option for the primary contact, a few of existing contact records are rendered for selection. The default information shown for these records includes name, email and phone number.
The fields that are displayed by default are based on the view selected for the lookup display. In this case, the Contacts Lookup View is the default view, but you can change the fields that are displayed by selecting a different view.
One thing to keep in mind is the + New option is not available for all the inline lookup controls. For example, the Owner inline lookup control rendering does not have the + New option to create a user with the quick create form. However, you can click Look Up More Records to select among existing users or create a new one.
Dynamics CRM 2013 inline lookup controls are just one of many new great features to look forward to. For more information, you can reference several other blogs on the CRM 2013 release:
- Preparing for Microsoft Dynamic CRM 2013
- Top 10 New Features of CRM 2013
- Exploring Quick View Forms in CRM 2013
- Show/Hide Fields with Portable Business Logic
- Scheduling Your CRM 2013 Update