Hello Everyone,

My initial idea is to to implement an automatic filter in lookups at Dynamics Views in General of Sales App.

Nowadays lookups are showing both inactive and active records, here an example that when I am going to put filter in a view it brings me 2 types of records for the Owner of the Record.

1 - User that is active with role XYZ and it is the owner of the record;

2 - Same user that had different access in the past that turned out to be inactive because the new User Record was created for the new role XYZ.

What is the point of this Idea?

The point is that when the customer is going to select the right option in a view filter, it is very common that he/she will select the wrong option if there are 1 active and 1 or more inactive records.

Category: General