If you’ve ever had a requirement to filter lookup fields then you’ll no doubt be aware that this is possible in Dynamics 365, but that there are some limitations to the functionality.
Microsoft have done a great job of enabling out of the box filtering for simple scenarios using the “Related Records Filtering” options or by limiting the records returned using specific view(s)
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Filtered Lookup Field based on Linked Entity using North52
If you’ve ever had a requirement to filter lookup fields then you’ll no doubt be aware that this is possible in Dynamics 365, but that there are some limitations to the functionality. Microsoft have done a great job of enabling out of the box filtering for simple scenarios using the “Related Records Filtering” options or…
Blog Syndicated with ryanmaclean365’s Permission
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