Sort by view - Related account column

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Posted on by Sam Conroy

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Evening all, hope you are all well.

I'm trying to configure sorting of a view we have in Dynamics but the option/column doesn't seem to be showing.

The column in question is a related account field that I added but it fails to show -

Column on the right:

Options available:

Is this something that I'm doing wrong or is it not supported?

If it's not supported is there another way to add this in?

Thanks in advance!

Sam

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a33ik 84,331 Most Valuable Professional on at

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Hello Sam,

As far as I know, you won't be able to sort based on the data from the related entity. You can sort only based on the fields of the "primary" entity.

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Hi Sam,

As screenshot that you provided shown, we can configure the sort but the sorting is available only for the columns which are a part of the entity on which the view is created, can't select any fields from related entity though you have added it to the view.

Maybe you can go to the view to sort it by the column you need manually.

Or you can try to use the view designer and Fetch Xml builder tools from the XRM Toolbox, which can sort by related column as default.

You can refer following link:

(+) Sort on Related Column in a View - Microsoft Dynamics CRM Community

Note:

(1) Download XRM ToolBox. https://www.xrmtoolbox.com/

(2) Once you have downloaded and installed it, then connect to you crm environment.

Insert organization url and passward, you can connect successfully.

Or using SDK Login Control and next Office 365 sign-in.

https://community.dynamics.com/365/customerservice/f/dynamics-365-for-customer-service-forum/420526/xrm-tool-box-to-dynamics-crm-connection

(3) Go library to install tools(view designer and Fetch Xml builder)

Regards,

Leah Ju

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

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Charan Raju C R 7 Moderator on at

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Hi Sam,

This can be achieved by editing view XML. Please check the below steps.

1. Create a solution and add your view (Active Cases)

2. Export the solution and open customizations.xml file

3. Look for <fetchxml> and move <order> tag inside <link-entity> of Account

4. Change attribute property in <order> tag to Customer Type field's logical name

5. Save the XML file and zip it along with other two XML files

6. Import and publish Case entity

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