web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Create direct access f...
Service | Customer Service, Contact Center, Fie...
Answered

Create direct access from a view saved.

(0) ShareShare
ReportReport
Posted on by srueda 51

Hello everyone,


I have make a personalized view of the inventory journals from the advanced search.

problem-1.png

I want to access quickly to it, because I always have to search the "inventory journals" in the large list of advance search.

There are some way in what I can to add a "Buttom" in the Field Service interface so when I clicking in the buttom it starts to charge the saved view.

In the other hand I have the same problem with filters, I want to filter the products of a specific vendor in a specific date, Can I somehow save this predefined filters? so I can to easily acces to they.

Thanks in advance.

I have the same question (0)
  • Verified answer
    Ali Khan Profile Picture
    Ali Khan 1,380 on at
    RE: Create direct access from a view saved.

    I think you are in Advanced Find screen (screenshot is not very clear). There are a couple of solutions here but the simplest one is to edit the sitemap of your app and add 'Inventory Journals' to it (assuming you are a system administrator?). Then you can make your personal view as default.

    Filters will be part of your personal view as well.

    See this Microsoft doc for a reference to editing sitemap: docs.microsoft.com/.../add-edit-app-components

    *PLEASE MARK VERIFIED IF IT IS HELPFUL*

    - Ali (I write about D365 Field Service related exciting stuff at [https://akhan.me](https://akhan.me/))

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Pallavi Phade – Community Spotlight

We are honored to recognize Pallavi Phade as our Community Spotlight honoree for…

Congratulations to the October Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 51 Super User 2025 Season 2

#2
MVP-Daniyal Khaleel Profile Picture

MVP-Daniyal Khaleel 46

#3
CU23101130-0 Profile Picture

CU23101130-0 17

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans