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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / N:N relationship reco...
Customer experience | Sales, Customer Insights,...
Answered

N:N relationship record prefilter in a lookup

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Posted on by Kripesh Chalakkad 25

My scenario is like the below :


There is an N:N relationship between the entity Contact and a custom entity Color Preference where multiple color preferences can be added.

I can choose Color Preferences from Account. Now I want to apply prefilter to a lookup in the Account where Contacts should be filtered based on the Color Preference choosed .

Thanks

I have the same question (0)
  • a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Hello,

    Check following post:

    www.itaintboring.com/.../

  • Kripesh Chalakkad Profile Picture
    Kripesh Chalakkad 25 on at

    Hi Butenko,

    This post was informative but I wanted to apply prefilter to a lookup field in the form and not to an add existing button.

    Kind Regards,

    Kripesh

  • Suggested answer
    Kripesh Chalakkad Profile Picture
    Kripesh Chalakkad 25 on at

    Hi all,

    I achieved my scenario by using addCustomView(). Check the following link.

    docs.microsoft.com/.../addcustomview

    Thanks and Regards

    Kripesh

  • Verified answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Kripesh,

    In this case I believe you were looking for something that is similar to following post - missdynamicscrm.blogspot.com/.../crm-2013-using-addcustomfilter-to-get-filtered-lookup-field-based-on-linked-entity.html

  • Kripesh Chalakkad Profile Picture
    Kripesh Chalakkad 25 on at

    Hi Butenko,

    Thank you for your response.

    I was looking for the same.

    Best Regards,

    Kripesh

  • Inogic Profile Picture
    Inogic 748 on at

    For applying custom filter on lookup you can refer below link : 

    https://www.inogic.com/blog/2015/08/apply-custom-filter-on-lookup-field-in-dynamic-crm-using-script/ 

     

    Hope this helps.

    Thanks!

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