My name is Moti Mendelovich and I am dev team leader at Agile business solutions.
One of the features that Microsoft CRM 4.0 is missing, is the ability to filter lookups. You can’t, for example, set a lookup to account to show only companies that has “agile” on their name.
Over time, several solutions were presented to this problem, but they were all too weak, too obtrusive (harmful to CRM’s default behavior – usually by changing aspx file) or ones that costs money
Agile developed a solution that is utilizing the CRM plug-in mechanism. We chose to publish this solution as open source, so the CRM community could enjoy it.
The code (and a zipped version of the files so you will not have to compile it yourself) is available for download at the codeplex site: