As I mentioned in another post (see “Lookup”), now with Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online Fall ’13, multi-party lookup (To/CC/BCC fields on the Activities form) is also updated to provide awesome capabilities of selecting multiple records in the lookup field.
In this blog, we will talk about Inline multi-party lookup and will take a look at the UI changes and some behavioral changes.
We will use the “To” field of the email activity record for demonstration of Inline Multi Party lookup.
1. Navigate to Activities’ home page grid and create a new email. Click on the “To” field. This shows your familiar multi-party lookup field with the search icon. It is highlighted in snapshot below.
2. Now type your search string in this lookup and press Enter or click on the Search icon. This will display a list. Select an item from this list.3. Once an item is selected from the list, it will be populated back in lookup field. Now if you notice, still lookup field is editable and you can type more with existing resolved items intact. Interesting enough J.4. If you see in the below snapshot, there is already an item “Abby Hanson” in the lookup field, but still, you can type the next search keyword “Mohit”.
5. Now if you again press Enter or click the Search icon, this will show search results for your next search keyword. See the snapshot below. It shows the list with search results for the keyword “Mohit”.
6. Select a result from the list, let’s say “Mohit Agrawal”, and you would see that both items will be present in the lookup field and still you’ll be able to type and search for more keywords.
In below snapshot, item “Mohit Agrawal” is selected.
I hope you will like this new experience of inline multi-party lookup.
Mohit AgrawalMicrosoft Dynamics CRM
No I don't because look what we have lost:
1) We can't tell at a glance anymore if the recipients are contacts, leads, or accounts (or any other email enabled record)
2) We have to resolve each recipient to a unique record in CRM one at a time for each and every recipient. We can't just type them in and then worry about just the ones that don't match or match more than one record at the end.
3) We can't, (as you've highlighted), paste a more than one email address into a party list box at a time.
So in an attempt to improve things in one area (to make searching for and selecting an individual record easier) features that were actually relied on more by users have been forgotten about and are no longer available.
I see details like this repeatedly overlooked in the new UI. In isolation perhaps each is trivial but in aggregate they add up to a much bigger whole.