Filtering lookup data in CRM 4

Posted on February 16, 2008 04:11 by George Doubinski

Now we all know that when Microsoft says "unsupported" they always sometimes mean business. Take, for example, popular CRM 3 customisation to filter lookup field data that used to work well. Until version 4, that is. Not all is lost, however, because no thanks to me but to Adi Katz, now there is new unsupported way to make it work in CRM 4 as well.

For example, to make primary contact lookup for an account record to show contacts from this account only, the following customizations are required:

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