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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Option Filter in entit...
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Option Filter in entity views

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Posted on by Ar0x 225

Is there a way to add more of these filters to a view? And if the answer ist yes, who can i do this?

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  • Suggested answer
    CRMJetty Profile Picture
    CRMJetty 3,508 on at
    RE: Option Filter in entity views

    Hello,

    pls refer below link,

    https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/297242/adding-filters-on-views/856458

    https://www.youtube.com/watch?v=IEsQxwJ6LPA

    I hope it helps,

    Thanks.

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365

  • Suggested answer
    LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: Option Filter in entity views

    Hi partner,

    If you want to filter a view, there are some ways for you.

    1.You could add the field you want to use as a condition in the view and use the filter to do this.

    pastedimage1577691215454v1.png

    2.You could configre the filter condition of a view in customizations.

    pastedimage1577691353403v2.png

    pastedimage1577691374812v3.png

    3.You could use Advanced Find to search records.

    pastedimage1577691435674v4.png

    https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/basics/save-advanced-find-search

    Hope it helps.

    Best Regards,

    Leo

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: Option Filter in entity views

    Hello,

    I'm afraid that list is not editable (as far as I understood this dropdown is on activities grid).

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    ashish12 Profile Picture
    ashish12 3,079 on at
    RE: Option Filter in entity views

    pastedimage1576163993828v1.png

  • Suggested answer
    ashish12 Profile Picture
    ashish12 3,079 on at
    RE: Option Filter in entity views

    Yes you can add columns in the view and it will show you on the list to Group by.

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