Advanced Lookup in Model-Driven Apps | Power Platform

Here’s a super useful feature now available in Dynamics 365 for Model-driven Apps called as Advanced Lookups.

Turn on Advanced Lookup from Behavior Settings

You’ll need to go to the Power Platform Admin Center (PPAC) –

  1. Navigate to Behavior

Using Advanced Lookups

Here’s how the experience will be for you while using Advanced Lookups

  1. Now, once this is enabled, in Dynamics 365 – for example – a Parent Account lookup on Account will work as below –

  2. And it will open this dialog where you’ll see a much wider view of the Advanced Lookup and help your find the record using navigation/filtering options

    Denoted by Red arrow, you can even switch between different available System Views for the selected Table (entity).
    Denoted by Green, you can either create a record on the fly or filter to show only records that you own.
  3. Once you select to switch a view, you’ll be able to select between different System Views.

  4. And once you select a record (Of course you can only select 1 record at a time) and click done, it’ll be done.

    And it’ll be added to the lookup field as follows.

  5. Also, only the views which you’ve selected in your Model-Driven App will appear and not all. For Example, in the Sales Professional App, I’ve selected only a handful of views and not all. So, only those will show up.

  6. Also, please make sure when you select Views and not all, please make sure you do select the Lookup View

  7. Else, if you don’t select this view, it’ll result in Runtime errors which I observed while trying to experiment on what views I can select. Hence, make sure that you select the Lookup Views along with other views which you require.

Here are Canvas Power Apps / Model-Driven Apps which you might like –

  1. New App Designer for Model-Driven Apps | Power Platform
  2. Rich Text Control for Canvas and Model-Driven App | Quick Tip
  3. Form Access Checker in new Power Apps Form Designer | Model-Driven Apps in Dynamics 365
  4. How to add Rating Values to Rating Models in D365 Field Service and PSA
  5. Language format for Whole Number field in Dynamics 365 CE
  6. Custom Help Pages and Guided Tasks for Unified Interface in Dynamics 365
  7. Filter records in a View owned by a Team you are a member of | Dynamics 365 CRM
  8. Show custom ribbon button based on Security Role of the logged in User in Dynamics 365 | Ribbon Workbench in XrmToolbox
  9. Duration field in Dynamics 365 converts Hours value to Days in Dynamics 365 | [Flow Workaround to convert in Hours and Mins]
  10. Find deprecated JS code used in your Dynamics 365 environment | Dynamics 365 v9 JS Validator tool | XrmToolBox

Thank you!


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