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Customer experience | Sales, Customer Insights,...
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Filter Price List Items for synchronization to Field Service Mobile app

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Is there a best practice on how to limit the Price List Items that are synchronized to the Field Service (Dynamics 365) mobile app?

The default filter is set to related Price Lists and when attempting to add a custom filter, we get the error

'You can't set the the All Record or Other Data filters for unowned tables'.

The goal is to filter out the Price List Items for Products that are retired.

Due to the ownership being set to None for the Price List Item, is there a way to apply that filter?

Only option I see at the moment is having a flow that goes through the Price Lists and delete the Price List Items for Products that are retired.

Any other options?

Thank you,

Hartmut

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