CRM, Microsoft CRM Dynamics, Microsoft Dynamics CRM

Custom Filter on lookup Dynamics 365

The usual method to go about creating a filtered lookup is using FetchXML condition and add “addPreSearch()” method on the field where the filter is required.

The obvious challenge with this approach is maintainability as there’s javascript involved.

In D365 you can now configure filters on a lookup in the following manner:

Go to field properties for the field you want to be filtered and under Related Records Filtering, check Only show records where. Select the filter condition and you are done 🙂

Filtered lookup D365

Standard

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