9

The customer lookup has a very user-friendly functionality to be able to lookup customers by name if you start typing a name in the lookup field. Implementations that make use of the project module have to select the project ID a lot throughout dynamics (like in a timesheet). I think it would improve user-friendliness if the project can be selected by typing the project name in the lookup field.

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for the suggestion! We will track and consider this request for a future release.
Regards,
Kim Nelson, Program Manager
Microsoft

Comments

D

Just found out that if you have a unique first word in the project name, you can also select the project by typing in that word in the project ID field, consequently hitting tab will select the project ID.

Category: Project Resource Management

D

See https://docs.microsoft.com/en-us/dynamics365/unified-operations/fin-and-ops/get-started/use-lookups-to-find-information#typing-in-more-than-ids

Category: Project Resource Management