Filter Lookup without script

Requirement

On Account form we have Country, State and City lookup fields that should be filtered depend upon selection
For E.g. If India selected in country lookup field then states from India only should be visible for selection in State lookup field, and same will be apply to City depend upon selection in state.

Solution

MSCRM has provided functionality for related record filtering for lookup field on form, in that we gets common N:1 relationships of form’s entity and of lookup entity for configuration

Now we don’t have any filtration on State as per country hence we are getting all available states for selection without considering the country selected in Country fields

So let’s start work on the above requirement

• Open Account Form for changes
• Open Property of State field on form and slide down to Related records Filtering section

• Check on “Only show records where” checkbox it will enable drop-down list for selection
• First drop-down list gives N:1 relationships of entity form, here we have to select the field which is  going to be used for filtration, In our example we want state filtration as per country, so let’s select Country of Account

•  Second drop-down list shows N:1 relationships of lookup entity and auto fill as per selection in first drop-down list
• In our case we have only one N:1 relation of State entity with country entity hence we are not getting multiple options for selection in second drop-down list

• Keep “Users can turn off filter” check box as uncheck
• After making changes click on “Ok” to save property changes for state field
• Select below options for City filtration as we required city should be filtered as per selected state

• After making changes for field’s property Save and Publish
• Refresh and check for the output

 You will get output like below

On selection of India in country field will get only those states which are in India

After selecting MH in State only cities in Maharashtra will be available for selection

Happy Learning 😊

Create Records in bulk without writing single line of code

Requirement

Create Records in bulk

Solution

MSCRM has provided Import data facility to achieve above need. Let’s take example of below scenario

We have State dump to store into MSCRM

As per State custom entity configuration in MSCRM instance we need to provide below data to system

State Code, State Name and Country

So to complete above requirement, we will take below easy approach

          Open Advance Find

          Select State entity

          Add required fields and remove unnecessary fields from Advance find Edit Column as per below

Click on Result then on Export States button from right most corner

It will download  excel file like below, Click on “Enable Editing” button and prepare below excel sheet with required data from state dump

When will try to paste data into this sheet it will ask confirmation for excel modification like below, Click on OK

Now excel with required data has been ready to import

To Import data navigate to Settingsà Data Management àImport

Click on Import Data button, it will open popup to get file

Browse to files location then click on Next

Specify allow duplication property and owner of all these imported records

Imported file gone thought from below status reasons

Submitted-Parsing-Transforming-Importing-Completed

that can be track and  also we can check imported files success record, failure record and errors from system

Refresh and check imported data into Advance find

Happy Learning 😊