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Microsoft Dynamics CRM 2011 Unleashed
book

Microsoft Dynamics CRM 2011 Unleashed

by Marc Wolenik, Damian Sinay, Rajya Bhaiya
September 2011
Intermediate to advanced content levelIntermediate to advanced
1008 pages
24h 27m
English
Sams
Content preview from Microsoft Dynamics CRM 2011 Unleashed

Chapter 20: Filtered Lookups

Microsoft Dynamics CRM 2011 introduced the concept of lookups restricted to only what you need or filtered based on predefined criteria. In previous versions, when you had a lookup option, the only option you were presented with was every possible value for the lookup, restricted only to those records that your security settings prevented you from accessing. As such, if you needed to populate the parent account on the Account form, you would have to filter through every account record before finding the one you wanted.

Now we can define what records we want to choose from, making selection much easier.

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Publisher Resources

ISBN: 9780132682084Purchase book