Cleared a lookup field by mistake - here's what to do
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Cleared a lookup field by mistake – here’s what to do : Beginners Dynamics Sales

February 16, 2023 by Pete Murray

Doh! Ever cleared out a Lookup field by mistake, then the record saves it with a blank value? Sometimes it’s easy to re-enter it, other times maybe not.

Here’s what to do in a 1 minute video.

AMS Club – Dynamics Sales

You can browse each lesson here, or follow the course in our recommended order below

  1. Charts 101
  2. Charts… just the way you want them
  3. Views and Personal Views… build your own ad-hoc reports
  4. Dashboards – View Records to explode into chart and view mode
  5. Dynamics 365 – Open Recordset = Fast navigation of lists
  6. Recent and Pinned… a reminder of these helpful features
  7. Advanced List Filtering – Child records, AND and OR
  8. Hierarchical data e.g. HQ plus branches…and more
  9. How to search for records using advanced filters
  10. Merging Records – keeping on top of data quality
  11. Oops, cleared a lookup field by mistake? Here’s what to do
  12. Marketing Lists and Quick Campaigns – Part 1 Marketing Lists
  13. Marketing Lists and Campaigns – Part 2 Email Templates and Quick Campaigns
  14. Dynamics 365 – Creating/Modifying System Views
  15. Remove Unimportant Emails From Dynamics – CRM Tidy
  16. Using Focused View in Dynamics 365 Sales
  17. How to add Products in Dynamics 365
  18. How to Manage Products in Dynamics 365

If you know a colleague who’d be interested in these videos, let us know at club@allmysystems.co.uk