Filter candidates when selecting using lookup

Question

I've resolved this problem in a complicated way and now I'd be delighted to see if there's a simpler solution.

Suppose that we have two custom entities, Alpha and Beta, each of which has a custom field called reference. If I place two lookups on a form, one for each of the custom entities, all's dandy as long as I don't require the lookup processes to depend on each other.

Now, what if I pick Alpha instance (call it a) first and then only want to see those Beta instances in the search box that share their owner with the selected a? That's easy, right? You just customize the filtration of the field.

But what if I want the selection of Beta instance to be predicated on the custom reference field?

Do I really have to declare a dynamical view to cheat myself around this part? It's so inconvenient and cumbersome...

Answer 1

You've done it the only way I was aware it could be done.

We can only hope it might be different in CRM 2013 i guess.