Summary

With support for filtered lookups out of the box, Microsoft Dynamics CRM 2013 has enhanced ease of use significantly by enabling administrators to push down to end users only data that they need.

An example of where this is can be used with great benefit is organizations that have a lot of underlying data, and they would like their users and teams to work with relevant data quickly. Instead, views and related record contacts can be defined, and then the proposed underlying data can be presented, or proposed, to users to select without having to mine through numerous unrelated data.

Finally, it is important to remember that in organizations that have security settings restricting (or limiting) the underlying data, that only the data that ...

Get Microsoft Dynamics CRM 2013 Unleashed now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.