Thursday, January 8, 2026

How to disable recently used records in lookup fields in CRM and Dataverse?

 Introduction:


In this blog we will see how to disable recently used records lookup field values in MSCRM or Dataverse




In my case, I want to hide the “Recently Used” section in the Parent Account lookup so that only recently created records are shown. Let’s see how we can achieve this.

Implementation Steps:


  1. Navigate to https://make.powerapps.com

  2.  Select Tables

  3.  Look for Account Tables 


  4. In the Account Tables select the Forms


  5. Open Account Form


  6. Once the Form Opened select the field PARENT ACCOUNT

  7. At the right side you can see an Option to Select "Disable most recently used items"

  8. Click Save and Pubish

  9. Now open the Model Driven App and click the same field you cannot see the Recent Accounts




Conclusion:

By following above steps we can easily disable most recent records from Lookup.

How to Show/Hide Particular Views based on Security Role ?

 Introduction:


In this Blog, we will see how to show or hide particular views based on Security Role

Implementation Steps:

  • Navigate to https://make.powerapps.com

  • Click Tables

  • Select the Tables you want to Restrict the views based on Security Roles


  • In my case am Taking Account Table into Consideration

  • Click On Account

  • Select Views


  • Select the Views and Click View Settings


  • You can see 2 Options
    • Everyone
    • Specific security roles




  • Everyone
    • If you select Everyone all the users in the system can able to see the Views

  • Specific security Roles
    • If you select this you need to select Particular Role to see the views


  • Once done click Save and Publish

  • Now Open your Model Driven App

  • Open Account Entity You can see the Security Role Applied

Conclusion:

By following above steps we can easily show or hide views based on security role.

How to disable recently used records in lookup fields in CRM and Dataverse?

  Introduction: In this blog we will see how to disable recently used records lookup field values in MSCRM or Dataverse In my case, I want t...