Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Sort By in Advance Find

Posted on by 185

 Hi Everyone,

 I had a small question may be some of you might have experienced it. In advance find on selecting a custom entity and then selecting related entity with few fields worked fine displaying relevant data but I'm not able to sort the data based on the second entity fields

For example 

If there is a custom entity "Campaign Member" selected few fields from it and then selected related entity "Campaign " and add few fields of this entity and displayed data on filtering but not able to sort by any fields of Campaign entity.  

Please find the image below for more information

5873.2.png

Thanks and Cheers

Ravi Bachanagiri

*This post is locked for comments

  • ravibachanagiri Profile Picture
    ravibachanagiri 185 on at
    RE: Sort By in Advance Find

    Thank you Raz,

    Even I had conveyed the same to my client also said to create custom report but is there any that we can schedule report generation automatically.  

  • Suggested answer
    razdynamics Profile Picture
    razdynamics 17,304 User Group Leader on at
    RE: Sort By in Advance Find

    Hi Ravi, Yes there is a limitation on Views where you can only sort on the Primary Entity views, But not on the Secondary entity views. You would need to create a custom report if you wanted to do that.

    Hope that clarifies?

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans