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Microsoft Dynamics CRM (Archived)

Filtering the opportunity

Posted on by Microsoft Employee

Is there any way by which we can filter the opportunity by : 

1 Filtering opportunity by product

2 Filtering opportunity by Account

3 Filtering opportunity by industry

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  • Suggested answer
    PS Profile Picture
    PS 23,577 on at
    RE: Filtering the opportunity

    1. Filtering opportunity by Product: You can do it the other way round. Filter opportunity Lines by Existing Product & Opportunity. Edit columns of the view to get desired results. Screenshot below:

    6811.3.JPG

    1121.1.JPG

    2. Filtering Opportunity by Account: Screenshot below:

    4744.2.JPG

    3. Filtering opportunity by Industry: You have to do it by applying a filter on respective account Industry- Screenshot below:

    6811.3.JPG

    1121.1.JPG

  • Suggested answer
    Dynamics_Alok Profile Picture
    Dynamics_Alok 1,746 on at
    RE: Filtering the opportunity

    Can you elaborate your requirement.

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