Microsoft CRM 3.0 and lookups

As far as my knowledge of the Microsoft CRM platform increase, I'm always more excited for all the features that the application actually has, for the ability to customize the application as you want and for the ability to create custom workflow that feets your business needs.

However, Microsoft CRM has also some incredible lacks on what I usually consider the "basic things" of an application.

For example, these are two basic things that are make me crazy in these days:

1) If you have a form (for example the Opportunity form) that has a filed that reference another entity (for example the Contact linked to the Opportunity), it's really difficult to display on the first form some fields related to the linked entity (for example, placing on the Opportunity form some fields from the Account table). Incredible...

2) For my project I have this requirement: I have a custom entity called Territory and another custom entity called SubTerritory (Territory is 1:n with SubTerritory). When you correctly set the relation between the two entities, CRM permits you to define a lookup field for choosing records:

The effect that I want to have is simply this: the user select a Territory from the first lookup control; then when he select the SubTerritory, the CRM lookups must be filtered with all the SubTerritory records related to the Territory record previously selected. It's so simple and natural... but...

Why the CRM doesn't permit me to do this????

With the Microsoft's CRM is not possible to define the search criteria of the lookup dialog and this is unacceptable...

Hey Microsoft, give us this "feature" please...

Print | posted on Tuesday, October 03, 2006 1:32 PM