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