{Tips and Tricks} A good practice for configuring views with Lookup in Filter Criteria in Dynamics CRM

We often make Views in Dynamics CRM and move them between environments (Development environment to UAT environment and UAT environment to Production environment). Lookup GUID values need not be same between environments and views then need to be manually changed. A way around this is to configure views with text matching name fields instead of their lookups. In this way Views are not dependent on GUID and can be directly ported between environments. Taking example below, this will have all Contacts with Account name equal XYZ and can easily be moved across environments:


Hope it helps!


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