Filter a Lookup field in Dynamics 365
🚀 Dynamics 365 Tip – Filtering Lookup Fields Made Easy!
Ever needed to filter a Lookup field in Dynamics 365 so users see only relevant records?Here's how you can do it 👇
🛠 Scenario:
You want the Contact lookup on a custom form to show only Contacts related to a specific Account, Role, or Status.
✅ Solution:
Use JavaScript and addPreSearch() on the form to apply a custom filter dynamically.
💡 You can also dynamically pass GUIDs, roles, or custom attributes depending on business logic.