Filtered Lookups by Stunnware for Microsoft Dynamics CRM
Posted on: August 31, 2009 | By: SuperUser Account | Logan Consulting News
I recently had the chance to implement Stunnware’s Filtered Lookup product at a client site. They had a requirement for the Primary Contact lookup to only show Associated Contacts and several Account Lookup fields that would only display Accounts of a certain type.
The install was straight-forward and the product is robust and capable of any filtered lookup. If you can build a view in Advanced View, you can use the same criteria for a filtered lookup.
The filter criteria must be written in FetchXML. Stunnware also provides a FetchXML builder for free in their Stunnware Tools for CRM 4.0 product. It makes building FetchXML queries as easy as building an Advanced Find.