Parent Visual Lookup for Dynamics 365 & Power Apps
Use this form visualisation to easily check important information about a parent record.
Display a logo or another image associated with a parent record, along with data values for up to five lookup fields.
Configure the Visual Lookup tile on any record form, for any standard or custom system entity.
Click the tile to open the Parent record in a quick view form without navigating away from the current record.
Demonstrating Parent Visual Lookup for Dynamics 365
Video Transcriptopen transcript close transcript
We're going to be taking a look at one of our new solutions: Parent Visual Lookup. The Parent Visual Lookup solution all…
We're going to be taking a look at one of our new solutions: Parent Visual Lookup.
The Parent Visual Lookup solution allows us to see the related icon of any lookup in the system. For this example I will be using the Account lookup on a Contact but it can be used anywhere you see fit. If we take a look at the Account name field, once I select a record and click save, it pulls through the logo from the related record on a tile below. As well as the logo, on the tile you can see some extra information here. We can pull through up to five different fields from the parent record to display underneath the logo.
For this example I have the Account number and creation date of the record however we can pull through information from any lookup field in the system. Clicking on the tile will open the quick view form in front of the record that we're currently on, allowing us to quickly get any data or make changes without leaving the record we're already on.
The Parent Visual Lookup is one of our many solutions available in the Preact Solutions Hub and is available as part of our all-inclusive managed service package Elevate 365or through our dedicated Solutions 365 subscription.
If you have any questions regarding this or any of our other solutions please do not hesitate to get in touch.
Instantly check key detail from parent record by enabling this visualisation on a form for related records.
The Parent Visual Lookup tile can be configured to show values for up to as many as five lookup fields, as well as the image set on the Parent record. Click the lookup tile to open this record in a Quick View Form to see more detail, or make an update without leaving the current record.
For instance, when a Contact is related to an Account, the tile can be enabled to display the company logo along field values for the account number, relationship status and account manager. Another example could include displaying detail about an Entitlement on a Case form.
Use the Parent Visual Lookup solutions, to give end-users a quick reference of the associated parent account, help them save time switching between records and avoid breaking up concentration when completing tasks.
How to Deploy the Parent Visual Lookup
Parent Visual Lookup Pricing
Parent Visual Lookup is one of many solutions that are available at no additional cost as part of Preact's Elevate 365 Managed Service. This can also be purchased using our Solutions 365 subscription from £8.25+VAT per user / month which provides full access to all the packaged products in Preact's Solutions Hub.
Further solutions which can be deployed using either of these subscriptions include: