Microsoft Dynamics® CRM Training

Filtered Lookups

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In Microsoft Dynamics CRM, filtered lookups limit the records available in the Look Up Record dialog based on certain criteria. For example, if you want to designate a primary contact for an Account record, chances are you would want that Contact to be associated with the Account. A filtered lookup allows you to limit the choices available to Contacts that meet those criteria. In this lesson, we demonstrate how to configure a filtered lookup.

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