Hi everyone,
I'm facing a difficulty that is much harder than I thought it should be. I'm trying to set up a form that other CRM users can use to filter contacts by one or more tags. (Tags is a custom entity with an N:N relationship with contacts. We run Dynamics 365 on premise.)
For example: A marketing colleague wants to see all contacts with the tags "shoes" OR "sneakers" OR "boots". Ideally they would see a form with an (empty!) look-up field to insert the first tag and the option to add more fields to enter more values. (In the form settings I would connect these fields with an OR condition.)
Setting up a view doesn't work because I cannot leave the tag-field empty. Users would then see a fixed search result with pre-defined values. On the other hand, while this functionality is close to the standard extended search, just telling users to use that is also not ideal. The clicks necessary to see the results are by far too cumbersome (from a non-admin perspective) for such a simple query.
The more promising results from my search so far include a global search plugin (not quite the functionality I need) and adding a custom view (based on FetchXml) to a subgrid on a form (this seems to involve coding/SDK).
Is this really not possible with the standard solution? Does it require either a plugin or coding? If so, are there solutions that cover the requirements fully?
Any thoughts are very welcome. Thank you!
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