Microsoft Dynamics® CRM Training

Filtered Lookups

Video Details
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.

Video Comments

0 Comment

  • No comments

Related Videos

No Related Videos


Go to Configuring CRM