A Quick Look at the 2021 Release Wave 1 Plans for Dynamics 365 & Power Platform
Multi-Select Lookup for Dynamics 365
Search and select multiple values to populate a field of your choice, on any entity within Dynamics 365 or Power Apps
Simple
Quick and easy solution for selecting multiple records on Dynamics forms.
Customisable
Define search parameters by selecting any entity for each multi lookup field.
Flexibility
Associate multiple records in look up fields on any record form or quick create.
How it Works
Place a Multi-Select Lookup Field into the form of any Dynamics 365 system entity, enabling users to search and select multiple records easily. This solution can be added to any form as space-saving alternative to sub-grids. It can also be included in Quick Create forms where sub-grids are not enabled.
The field can be applied to search on any entity, making it easy customise this solution around your business needs.
Demonstrating Multi Select Look Up
Video Transcript
open transcript close transcriptPreact’s Multi Select LookUp Add-on can be configured for any entity; in this scenario I've got it on the accounts entit…
Preact’s Multi Select LookUp Add-on can be configured for any entity; in this scenario I've got it on the accounts entity.
You can see here [SEARCH FIELD] I've just enabled it, and I've called this field Account Managers. Predominantly, I've set this control to look at users.
It's quite common that Accounts might be owned by many Account managers or Area Managers. Over here [TOP RIGHT OF ACCOUNT RECORD] we have the default owner field and you can only have one owner of the record. But it's quite useful to be able to come in here [ACCOUNT MANAGERS FIELD] and put somebody in there; so if I type and add Chris who might be an account manager, we might also add Mark who's an account manager and lastly we might also have Fiona.
So this is just one way of using the Multi-Lookup Control. In this instance I've got this set to users but it can also look at Contacts or any other entity. The field can also sit on any form, on any other entity as well.
Thanks for listening.
Pricing
Our Multi-Select Lookup solution for Dynamics 365 and Power Apps is available to all Preact Managed Service clients at no additional cost.
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How to Deploy the Multi-Select Lookup Solution
Contact us to learn more and deploy this solution.
