Just bumped into Stunnware's (Michael Hohne) web site and saw he released his initial version of the Filtered Look up for Microsoft Dynamics CRM 4.0. It comes complete with documentation. This tool was initially a workaround to filter lookup results, but it grew to a tool set with a lot more functions.

lookup

New features

The Filtered Lookup Dialog for Microsoft Dynamics CRM 4.0 contains the following new features:

  • No changes to server files: The Custom Lookup Dialog for Microsoft Dynamics CRM 3.0 changed existing JavaScript and HTML component files. The new version does not, making it easy to install and uninstall.
  • Multi-Tenancy: The Filtered Lookup Dialog for Microsoft Dynamics CRM 4.0 supports multiple organizations on a single Microsoft Dynamics CRM 4.0 Server installation.
  • Multi-Language: The filtered lookups can be configured to support multiple languages. However no right-to-left support is included in the product.
  • Filtering auto-complete: The lookup control in Microsoft Dynamics CRM 4.0 allows users to type in a search string in the lookup control itself. Hitting the Enter key or tabbing out of the field starts a search and displays the matching records in the lookup field. The Filtered Lookup Dialog for Microsoft Dynamics CRM 4.0 hooks into the auto-complete and limits the results according to the filter.
  • Retrieve Service: A JavaScript library is included to retrieve any object from the CRM Server, making it available in client-side scripting as an object with properties. There is no need to create SOAP messages and there is also no need to parse XML files.
  • Retrieve Multiple Service: A JavaScript library is included to retrieve a list of objects from the CRM Server, making it available in client-side scripting as an array, where each member of the array is an objects with properties. Again there is no need to create SOAP messages and there is also no need to parse XML files.
  • Synchronization of lookup definitions to the Outlook Offline Client: As all configuration values needed to display a lookup dialog are now stored as custom entities, new and modified lookup definitions are automatically passed to the Outlook Offline Client. There's no need to deploy files to the clients anymore, other than the software installation.
    Maintained features

Besides the new features, it still includes the features that have been present in the Custom Lookup Dialog for Microsoft Dynamics CRM 3.0.