Recently, we had a requirement where we had to set a default view based on the selected app. Let us suppose, we have two apps i.e., the Sales Hub app and Customer Service App. Suppose there are two different views of the ‘Contact’ table. i.e., Sales Contact View (View 1) and Service Contact View (View 2). Now, we want to open the view based on App-specific from the Add Existing Contact Button which is present on the associated sub-grid and which opens a lookup window to show views. App-specific means, If I am using a Sales app then I want to show View1 as the default view in Lookup Window and if I am using the Service app then I want to show View2 as the default view in Lookup Window.
Here, we know the one solution is that don’t include Views in the App if we do not want to see views in the app but the problem here is that even if we keep the required views only in the App, the lookup window always shows one internal view i.e. Contact Lookup View. This is the OOB View of…
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Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.
Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.
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