tag:blogger.com,1999:blog-3813359637577374053.post3903185441009692124..comments2024-03-29T05:21:40.679-07:00Comments on Ms. Dynamics CRM: Filter Lookup Field by Related Subgrid Records in CRMMissdynamicscrmhttp://www.blogger.com/profile/15803406435792999052noreply@blogger.comBlogger9125tag:blogger.com,1999:blog-3813359637577374053.post-45285714384004898722018-12-14T22:31:19.515-08:002018-12-14T22:31:19.515-08:00Fantastic article to go through. Nice informative ...Fantastic article to go through. Nice informative blog. Thanks for sharing. Keep updating.<br /><a href="http://www.chloros.in/customized-crm-solutions.html" rel="nofollow">Customized CRM Solutions</a><br /><a href="http://www.chloros.in/customized-crm-solutions.html" rel="nofollow">Customer Relationship Management Solutions in Bangalore</a>Abrianahttps://www.blogger.com/profile/15140307087181358380noreply@blogger.comtag:blogger.com,1999:blog-3813359637577374053.post-14438950888321252392017-05-30T05:41:37.077-07:002017-05-30T05:41:37.077-07:00Excellent article...to make movies visit Rave Film...Excellent article...to make movies visit Rave Films Production<br /><br /><a href="http://ravefilmsonline.com/corporate-films.html" rel="nofollow">Corporate Film Production</a> || <a href="http://ravefilmsonline.com/corporate-video/" rel="nofollow">Best Corporate Video</a> || <a href="http://ravefilmsonline.com/tv-commercial-production.html" rel="nofollow">Ad Film Production</a>Anonymoushttps://www.blogger.com/profile/05345609139172630918noreply@blogger.comtag:blogger.com,1999:blog-3813359637577374053.post-7159671886791270652017-03-31T00:07:01.177-07:002017-03-31T00:07:01.177-07:00Seems to not work in CRM 365 atm. Very annoying th...Seems to not work in CRM 365 atm. Very annoying that this feature broke....Kinihttps://www.blogger.com/profile/11707634764389669486noreply@blogger.comtag:blogger.com,1999:blog-3813359637577374053.post-26815808071927929902016-12-06T07:14:33.481-08:002016-12-06T07:14:33.481-08:00Thanks this helped alot ..Thanks this helped alot ..Sabih Khanhttps://www.blogger.com/profile/05649061642105236326noreply@blogger.comtag:blogger.com,1999:blog-3813359637577374053.post-12563058909878183702016-07-17T20:21:00.186-07:002016-07-17T20:21:00.186-07:00Hi Geetika,
I am having the same requirement. Can...Hi Geetika,<br /><br />I am having the same requirement. Can I please know whether you found a solution to this?<br /><br />Thanks.<br />Ccfhttps://www.blogger.com/profile/01990383959982372689noreply@blogger.comtag:blogger.com,1999:blog-3813359637577374053.post-13209622913662177882015-11-19T07:11:46.850-08:002015-11-19T07:11:46.850-08:00Hi
I have a requirement in which I want to filter...Hi<br /><br />I have a requirement in which I want to filter sub grid lookup with related records in MSCRM 2015 online. On Case entity, I have a lookup of Entity A and Grid of Entity B. Entity B records are also having lookup of Entity A. Now when I will select lookup value of Entity A on Case entity, I want to filter sub grid lookup of Entity B as per that selected value of entity A.<br />Please suggest as related record filtering is not working on that.Anonymoushttps://www.blogger.com/profile/00365336604754772024noreply@blogger.comtag:blogger.com,1999:blog-3813359637577374053.post-34662105754666045322015-09-23T05:55:25.997-07:002015-09-23T05:55:25.997-07:00Hi
What if we are on the form of a different entit...Hi<br />What if we are on the form of a different entity and want to implement this lookup mechanism for 2 other entities that share a N:N relationship?Beginnerhttps://www.blogger.com/profile/18075990387427690421noreply@blogger.comtag:blogger.com,1999:blog-3813359637577374053.post-17897932467115848962015-03-13T09:20:56.784-07:002015-03-13T09:20:56.784-07:00Hi again,
I did many tests, and seems like there ...Hi again,<br /><br />I did many tests, and seems like there is no problem if I use this approach with custom entities.<br />The problem in my case is on the Contact entity form. The desired functionality should be: the manager (responsible) of a contact should be a contact in the same Company. For example: let's say I have 3 contacts in CRM: Anna working for company A, Edy working for company B and Laura working for company A. Laura is responsible of Anna (in company A), so on Anna form, when I press on my custom lookup for manager, I would like to see only Laura (being the only contact besides Anna working in company A), and I should not see Edy (because he is not in company A).<br />With "filter by related" functionality, when I see the inline records of possible managers of Anna, I see Laura and Edy (NOT OK), but if I open the more records lookup page, I see only Laura (OK).<br />God how annoying is this CRM full of bugs!<br /><br />LorenaLorenahttps://www.blogger.com/profile/07924461906876023233noreply@blogger.comtag:blogger.com,1999:blog-3813359637577374053.post-67902149310441779842015-03-13T07:17:13.353-07:002015-03-13T07:17:13.353-07:00Hi,
can you please indicate in which environment ...Hi,<br /><br />can you please indicate in which environment are you doing this?<br /><br />I tried in MS Dynamics CRM 2015 on premise, and it works only partially. When I open the lookup inline, I see records un-filtered (10 records) - not ok. If I press on "Look Up More Records" I see correctly the records filtered (7 records) - these are the records I expect to see also inline...but i don't... <br /><br />Can you please advise?<br /><br />Thank you,<br /><br />LorenaLorenahttps://www.blogger.com/profile/07924461906876023233noreply@blogger.com