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Service | Customer Service, Contact Center, Fie...
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Customer Service - view filtering by Agnet

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Posted on by 21
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 ? 
 
  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    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 Profile Picture
    BB-06050824-0 21 on at
    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) 
     
     
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    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
     

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