What's a smart list?

When you click the search icon in a dynamic choice list field in the Microsoft 365 add-in without entering any search criteria, the add-in retrieves a "smart list" of items using certain predefined parameters.

Examples of these predefined parameters include recently created, updated, or visited records, based on user interactions in the sales applications.

Because smart lists are based on user context, they can help you quickly find the right items you're searching for. Smart lists are enabled on the dynamic choice lists in accounts, primary contact search, activity contact search, opportunities, and leads. Your administrator configures the additional details (attributes) that are displayed for each item in the smart list.

Note: Smart lists are based on interactions in the sales application, in the add-in, and in the mobile app.