8th April 2010

Microsoft CRM 4.0 Filtered Lookups

posted in Microsoft Dynamics CRM |

Apparently CRM 5.0 will natively support filtered lookups; however, for CRM 4.0 there is an excellent plug-in available at http://mscrmfilteredlookup.codeplex.com/.  To use it follow these steps:

  1. Go to the Source Code tab, http://mscrmfilteredlookup.codeplex.com/SourceControl/list/changesets
  2. Download the source code and unzip somewhere on your disk.
  3. Use Visual Studio to compile the code.
  4. Register the plug-in following the steps listed in the readme file that comes with the download.
  5. Add simple JavaScript code to any entity you want to have filtered lookups.  Readme file explains the JS.

I tested this plug-in and it works great and is really easy to use. 

Note: You will need access to Visual Studio and to the Plug-in Registration tool to be able to do this.  At the time of this post the only thing you could download was source code, not any dlls.

This entry was posted on Thursday, April 8th, 2010 at 10:23 pm and is filed under Microsoft Dynamics CRM. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

There are currently 5 responses to “Microsoft CRM 4.0 Filtered Lookups”

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  1. 1 On May 27th, 2010, Moti Mendelovich said:

    Hi Ryan,

    Just looked at the stats on codeplex, and saw your blog as a referrer.

    I’d like to thank you for your compliments, and even more thank you for noticing that there was no release download available, so it’s fixed now.

    Thanks again!
    Moti

  2. 2 On June 15th, 2010, Himanshu said:

    Still there is not information available on codeplex regarding the registration of the dll and javascript. It says register on execute , but on which entity we need to register, parent of child? also javascript called upon onchage event of the lookup in child entity ?

    Thanks

  3. 3 On June 15th, 2010, admin said:

    As I recall, the Execute is not registered against any particular entity. You just register the Execute method. If you open the plug-in registration tool and try it you will see what I mean.

  4. 4 On July 10th, 2010, Alan said:

    Good and this helped me alot in my college assignement. Thank you.

  5. 5 On August 26th, 2010, Rishal said:

    I have attempted to use this plugin.
    I have added the registry key
    I have registered the DLL and created a step as described.
    I have placed the microsoft.crm.sdk.dll in the C:\Program Files\Microsoft Dynamics CRM\Server\bin\assembly folder. I have also placed it in the %windir%\assembly folder.
    As soon I launch CRM, it says an Error has occurred.

    I don’t know what im doing wrong.

    Please help… Would be very very grateful

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