Filtered Lookups In Dynamics CRM 2016 Online

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Posted on by Community Member Microsoft Employee

HI,

Can we filter three lookup fields one by one based on the other previous lookup field.

Example:

Consider there are 3 lookup fields (A,B & C)

Lookup field B should be filtered based on the records from lookup field A. And lookup field C should get filtered based on the lookup field result from the lookup field B .

Thanks,

M.Sathish

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Community Member Microsoft Employee on at

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RE: Filtered Lookups In Dynamics CRM 2016 Online

thanks Nithya. i am able to filter the 3 lookups using the dependancy
Community Member Microsoft Employee on at

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RE: Filtered Lookups In Dynamics CRM 2016 Online

Thanks @prt33K. its working
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Community Member Microsoft Employee on at

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RE: Filtered Lookups In Dynamics CRM 2016 Online

You can easily select "Show records only where" by updating the properties of lookup B and C. You can map the lookup A to the lookup value on entity B's field and similar for B and C.
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Nithya Gopinath 17,074 on at

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RE: Filtered Lookups In Dynamics CRM 2016 Online

Hi Sathish,

You can use dependent lookups in dynamics CRM.

See: www.powerobjects.com/.../how-to-use-dependent-lookups-for-dynamics-crm-201320152016

Hope this helps.
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prt33k 6,907 on at

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RE: Filtered Lookups In Dynamics CRM 2016 Online

Hi Sathishsan,

As suggested by Sandeep there is OOB capability for that. However id you need further flexibility please refer this blog:

www.inogic.com/.../apply-custom-filter-on-lookup-field-in-dynamic-crm-using-script
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sandeepstw 4,601 on at

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RE: Filtered Lookups In Dynamics CRM 2016 Online

hi,

Please read this article-

community.dynamics.com/.../150758

Thanks,

Sandeep