Filtered lookup view on pre selected values on CRM form

Posted on Leave a commentPosted in MS CRM 2011, MS CRM 2013, MS CRM 2015, MS Dynamics, MS Dynamics CRM

Let’s say we have a scenario where we want user to see and selected filtered records on a lookup view on a CRM form. In our example, we have a entity called ‘Contract Workstream’ which has a look up field called ‘PriceListId’ linked to ‘Price List’ entity. When user creates a new Contract Workstream, he/she […]