web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Change Lookup View Logic

(0) ShareShare
ReportReport
Posted on by 2,585

Hello Guys,

I am stuck with one problem faced with a client of mine.

We had a Custom Entity with 3 subgrids to Lead, Account and Contact. We had given some criteria to those Subgrids that is to a Lookup View.

Now problem is when the Lead lookup is added to other entities, it is using this criteria.

We dont want this to happen. is there way to Dynamically add filter criteria to Custom entity on those Subgrid to change lookup view?

is there any other way?

Thank You

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Community Member Profile Picture
    on at

    Hi Sreekanth,

    Please refer the below link that will help you :

    www.nalashaa.com/filtered-lookup-dynamics-crm-2013

  • Verified answer
    Community Member Profile Picture
    on at

    Hi,

    You can try custom filter for your lookup.

    inogic.com/.../apply-custom-filter-on-lookup-field-in-dynamic-crm-using-script

    Mansoor

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans