Filter Views on selected BPF

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Posted on by RvdW1990

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Hi Community,

We have two different BPF's on Opportunity. We want to create a View that only shows the Opportunities with BPF #1. How can I manage this in my advanced filtering?

Hope you can help!

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RvdW1990 130 on at

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RE: Filter Views on selected BPF

Dear Leah,

Unfortunately this cannot work to create a View on the entity Opportunity.

Kind regards,

Renée
Community Member Microsoft Employee on at

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RE: Filter Views on selected BPF

Hi ReneevanderWalt,

The record and related BPF is 1:N relationship, there is one BPF named 'Opportunity Sales Process' in Opportunity entity:

The 'Opportunity ' and 'Opportunity Sales Process' is 1:N relationship:

so you want to filter parent records based on condition of child records:

1.Filter child records(Opportunity Sales Process), opportunity can be shown as lookup field:

2.Report:

Use Report Wizard in Dynamics 365 Customer Engagement (on-premises) | Microsoft Docs

(1)Select entities:

(2)Condition:

(3)Select columns:

(4)Run the report:
Ram Prakash 2,285 on at

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RE: Filter Views on selected BPF

Hello,

Unfortunately there is no way to filter based on BPF. Lets wait for others reply too