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Customer experience | Sales, Customer Insights,...
Answered

Advanced Filtering (not: Find) criteria in Unified Interface, e.g. Date - Last X Months

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Posted on by 229

Hello Community,

just wanted to check with you guys if I'm just missing something or need to log a ticket with support.


* We've been using the Classic Interface until this weekend and just switched to the new Unified Interface.

* Our users were somewhat happy with how filtering worked on views and used many of the features available there, especially on Date fields: Last X Months, Last X Years and so on.

Since the upgrade we're stuck with VERY basic filtering options for Date fields that are a far cry from what was offered on the Classic UI, all we can do is pick dates from a calendar, but nothing like "Last Week", "Last X Months" or anything like we were used to.

Advanced Find is not a solution since we've also used this on related views, basically like this:

* Go to SalesOrder,
* go to related records of a specific Entity (eg Work Orders), and
* then we'd like to filter (on the fly) for e.g. records created within the last three months.

Is this feature gone for good, or is there something we can do to bring it back, or am I just overlooking the button to enable this?

I have the same question (0)
  • Kipetcoff Profile Picture
    1,037 on at

    Hi,

    At worst case you can swith to Classic mode in settings https://passion4dynamics.com/tag/how-to-switch-from-uci-to-classic-interface/ 

    Or globally in admin panel https://crmkeeper.com/2019/03/25/dynamics-365-force-classic-mode-from-admin-panel/

  • Verified answer
    Fubar Profile Picture
    2,761 on at

    Its gone from really good to crap now.  They also appear to have dropped "Does not contain" from the list view filters - try and filter to get a list of items with empty values.

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