Filtering Relationships in CRM (N:1 & N:N)

Hello guys,

Long time no see. Hope you will find this brief post useful.

To add custom filters to a N:1 relationship (lookup) in Microsoft Dynamics CRM (2011 and above), please read this post.

To filter a N:N relationship (many to many), please read this post (for CRM 2013) or this post (for CRM 2011).

This being said, as long as you build a valid fetchXML, you can control the LookUp window (both single and multiple) in a manner to meet customer’s requirements.

Enjoy filtering! 🙂

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