Lookup filter based on security role MS Dynamics CRM

In this blog i will demonstrate how we can design a solution to filter Lookup records based on security role.This was one of my clients requirement, where the logged in user can view products on Lead based on their security role.Lets get an overview of the solution to be implemented.

• Create a mapping entity – We will create a new entity called security role wise products , and add 2 lookup…

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Lookup filter based on security role MS Dynamics CRM

In this blog i will demonstrate how we can design a solution to filter Lookup records based on security role.This was one of my clients requirement, where the logged in user can view products on Lead based on their security role.Lets get an overview of the solution to be implemented.

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