Master Dynamics 365 Lookups: Customize Without Breaking the Code!
In Dynamics 365 Finance & Operations, lookup methods are used to display a list of selectable values for fields, enhancing data entry efficiency and accuracy. Sometimes, the default lookup behavior doesn’t meet specific business requirements, necessitating customization.
Overriding Lookup Methods with Event Handlers
This article will cover how to override existing lookup methods using event handlers, a preferred approach that avoids modifying the base code directly.This ensures easier maintenance and compatibility with future updates.
Key Steps Highlighted:
- Identify the Control: Determine which form control’s lookup method needs customization.
By pressing the right-click button, you can check the form control details easily
Open Visual Studio designer and go to the OnLookup event and Copy event handler.
- Create an Event Handler: Develop a new class with a method decorated with the [FormControlEventHandler] attribute, specifying the control and event type.
- Implement Custom Logic: Within the event handler method, write the logic to define the custom lookup behavior, such as filtering records or altering the query.
- Build and Deploy: Compile the project and deploy the changes to see the customized lookup in action.
As you can see after deploying the changes Terms of payment field is visible.
Conclusion and Benefits of Using Event Handlers
- Non-Intrusive: Avoids direct modifications to standard objects, reducing the risk during updates.
- Maintainable: Enhances code readability and maintainability by isolating custom logic.
- Reusable: Allows for the reuse of custom logic across different forms or controls if needed.
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