Personalized Community is here!
Quickly customize your community to find the content you seek.
Choose your path Increase your proficiency with the Dynamics 365 applications that you already use and learn more about the apps that interest you. Up your game with a learning path tailored to today's Dynamics 365 masterminds and designed to prepare you for industry-recognized Microsoft certifications.
Visit Microsoft Learn
2020 Release Wave 2Discover the latest updates and new features to Dynamics 365 planned through March 2021.
Release overview guides and videos Release Plan | Preview 2020 Release Wave 2 TimelineWatch the 2020 Release Wave 1 virtual launch event
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
I know that there is an unsupported way of achieving it, my question is how to achieve this without using unsupported code which can impact upgrades and cause issues in the future.
will like to hear from people who implemented the workaround and did not go through the unsupported route.
I would suggest to create a middle entity.
Example: If you want to filter Contacts in a subgrid an an Account form base on a custom lookup field (Say, myCustomLookupField), then you can do the following.
1. Create a middle entity - Say "AccountContactMiddle"
2. Add lookup of Account, Contact and myCustomLookupField on AccountContactMiddle's form.
3. Configure the Contact Lookup to get filtered as per myCustomLookupField lookup field ( User "Only show Related Records" OOTB setting)
4. Add Field Mappings from Account for the field myCustomLookupField
5. You are done.
The Only drawback is the data duplication, but this is No Code solution
Will be glad to hear your feedback.
Business Applications communities