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

  • Verified answer
    Ali Khan Profile Picture
    Ali Khan 1,380 on at

    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/))

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