Skip to main content

Notifications

Announcements

No record found.

Dynamics 365 general forum
Suggested answer

dynamic filtering in Advanced Find

Posted on by 280

Hi experts,

I need to make a new view for Booking Journals. The view should filter Booking Journals where Main Business Unit equals the Main Business Unit of Current User. In other words, I need a dynamic filtering in Advanced Find for my last raw. Is that possible?

pastedimage1639578376343v1.png

thanks, Armine

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: dynamic filtering in Advanced Find

    Hi Armine DD,

    Is the Main Business Unit your custom field? I created a lookup type custom field named Main Business Unit in Booking Journals and I can filter it with current user business unit:

    pastedimage1639622534709v1.png

    Or you can set the security role of the user like this:

    pastedimage1639623252222v2.png

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Anton Venter – Community Spotlight

Kudos to our October Community Star of the month!

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,532 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,501 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans