Personalized Community is here!
Quickly customize your community to find the content you seek.
Have questions on moving to the cloud? Visit the Dynamics 365 Migration Community today! Microsoft’s extensive network of Dynamics AX and Dynamics CRM experts can help.
2021 Release Wave 2Discover the latest updates and new features releasing from October 2021 through March 2022.
2021 release wave 2 plan
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Community | FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Upcoming TechTalks | All TechTalks
I currently have an entity called "Purchase Contracts" and I also have another called "Sale Contracts". Picture below for reference.
As you can see, when I choose "filter by" it brings up accounts that don't even have purchase contracts. The reason I know this is because I can pick one of those below and no purchase contracts come up and I also know based on our business that they don't as well. Because of this the search is very slow. I can type in a name and it will pull up the account but it is weeding thru a LOT of accounts to finally find what I need. How can I restrict this "filter by" so that it will only search on the accounts that actually have purchase contracts? I have heard this is out of the box CRM but can it be adjusted?
Unfortunately this is by design. You can't change this behavior..
This is current design . Our Product team is already aware of feedbacks and will evaluate enhancements on this experience for future releases.
Please consider to submit a feedback on experience.dynamics.com/.../ and open it for vote.
Business Applications communities