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Microsoft Dynamics CRM forum

Linked Entity Global Filter in Interactive Dashboard

Posted on by 215

Hello Community,

I am working on one Interactive Dashboard POC that would allow to filter by Different Entities related to current entity using Global Filter.


We have Task entity, and it have regarding field. This regarding can be Lead.

Now I have one Interactive Dashboard for Task entity. 

Now I want to use global filter, which should allow the Task related Lead's Contact field value.

Is this feasible to filter by Linked Entity fields?

Any thoughts & solution are welcome :)



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