Microsoft Dynamics CRM 2011 and Form Assistance

In Microsoft Dynamics CRM 4, there is a feature called "Form Assistant". "Form Assistant" in CRM4 allows users to populate lookup fields on the form quickly and create follow up activities without additional pop up window. Users usually find it really handy. However, "Form Assistance" also introduced additional layer of technical difficulties when filtered lookup is required. Due to the common requirement of filtered lookup requirement, consultants and developers usually disable "Form Assistant" on the form to ensure consistent user experience is acheived effectively.

In Microsoft Dynamics CRM 2011, the "Form Assistant" has been removed from most entities but Case and Service Activity. The Form Assistant on the Case and Service Activity form does not work with Customer field anymore.