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dynamics-crm-2016

Show Order ID in Dynamics CRM Order Look up instead of Order Name

In Dynamics CRM 2016 (on-prem), I've custom child entity Partiesthat have a look of type order. Currently it is working properly and it is showing order name but I want it to show Order ID.

I tried to resolve by creating my own view, adding order id field only and making it default view for the look up but it don't meet my requirements.

Solution

  • This is controlled by the lookup view for Orders. The first three fields in the lookup view are shown when selecting records from the lookup field.

    You cannot change the position of (or remove) the Name field from the lookup view. That still leaves you with two additional fields to be shown, one of which could be the Order ID.

    I know no supported ways around this (except creating a workflow to copy the Order ID to the Name field and adding a custom name field instead, if you really insist).