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Customer Service - view filtering by Agnet

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Posted on by BB-06050824-0

Hi Team,

I looking for way to create filtering user chooice. I found solution in Contact -> Related Cases/Activities but can't find this controll how to use in my owno views.

Im using multisession not hub.

Activieties

Cases

Where this funcionality is in Dyanamics ?

Categories:

Case Management

Knowledge Management

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Leah Ju Microsoft Employee on at

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Customer Service - view filtering by Agnet

Hi Partner,

1.Creating multiple views is really a good way to go.

2.You mentioned the problem with the 'filter By' feature, which I can do successfully：

1）Click the 'Apply' button to filter.

2)And you can clear filter easily:

In the Dashboard, i have enabled the control--Power Apps Read-Only Grid on the current view.

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah
BB-06050824-0 17 on at

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Customer Service - view filtering by Agnet

Hi Leah Ju,

Im looking for solution where user can filter view by field from view. Currently I have created separate views for all language codes: (so user can switch view)

But it will be beter that user can select filter like in the include related

Im tried to usefilter by, but when i selected filter by and marked equals PL and then all cases done and there is no PL on the list, there is no option to remove filter. I need to refresh page.

Example from another app: (slice and this allow user to easily filter one view)
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Leah Ju Microsoft Employee on at

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Customer Service - view filtering by Agnet

Hi Partner,

Unfortunately, this 'include related' feature is by-design, we can't customize it.

But this feature is used to show related activities/cases of related records of current record.

--It might be a bit confusing, as an example:

--One lead is related to current contact, so activities related to the lead will be shown when you enable this feature.

So what do you mean by filtering by Agent?

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah