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Hello. I am administering a CRM 4.0 system. I have a custom entity containing a number of fields including three lookup fields (which point to three other custom entities). I wanted to filter the values of one of the lookup fields based on the values that have been entered in the other two lookup fields.
For example, if Lookup A contains [Employee1, Developer, USA], [Employee2, Programmer, India], [Employee3, Developer, USA] and a user selects 'USA' from Lookup B and selects 'Developer' from Lookup C, then Lookup A should be automatically filtered to contain: [Employee1, Developer, USA] and [Employee3, Developer, USA]. How can this be done?
Use the advance find to build your filter.
Then click the download Fetch XML to get your results.
XrmToolBox FetchXML builder good tool as well.
Does this also apply to CRM 4.0? I couldn't find "download Fetch XML" after creating a filter in advanced find.
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