CRM 365 9.0 filtering subgrids (Turbo Forms)

For some reason, filtering subgrids (Turbo Forms / non-legacy JS engine) in CRM 9.0 is not implemented (yet?!). A temporary solution for on-premise version would be implementing the addCustomFilter function from the C:\Program Files\Dynamics 365\CRMWeb\_static\form\formcontrols.js library. Current implementation: addCustomFilter: function(fetchXmlFilter) { throw Error.notImplemented(‘The method or operation is not implemented.’); }, Fix: addCustomFilter: function(fetchXmlFilter) { //… Continue reading CRM 365 9.0 filtering subgrids (Turbo Forms)

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).… Continue reading Filtering Relationships in CRM (N:1 & N:N)