In order to limit the records that are retrieved on a lookup, one can create a custom view using Dynamics CRM native view filters. However, this method only works for simple scenarios.
For complex filtering we use PreSearch Filters.
In this video, we are required to exclude contacts with names that begin with “A” The point of this video is to look at a simple scenario and introduce the concept. The concept learned from this video will be equally applicable to much more complex scenarios
Now that we know the requirement, lets look at the steps to achieve your goal.
• First, we will create a JavaScript web resource. You can use any tools that you are familiar with to start coding.
• Second, we will need to create a solution in CRM and add our resources (account, contact, and our newly created pre-search filter script
• Third, we link the script to the account entity
• And finally, we debug our script and see the results
15 сен 2024
