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Customer experience | Sales, Customer Insights,...
Suggested answer

Add several account IDs as a filter

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Posted on by 5

I would like to know how I can add to a view several account IDs at once as a filter. Thanks

  • Suggested answer
    Nya Profile Picture
    Nya 29,058 on at
    RE: Add several account IDs as a filter

    Hi, kimbo

    You can follow the next steps to achieve your request.

    1. Create a view which shows all the information of an account you’d like to show.

    2475.png

    2. Download the XrmToolBox and install the FetchXML Builder through it.

    8640.png

    3. Connect to your environment with your username and password.

    6013.png

    8814.png

    4. Open the view which you just created in Step 1.

    5543.png

    5. Edit the FetchXML. Change its condition and click OK.

    8078.png

    Add the following codes into the fetchXML as the condition:

        
        
    

    6. Save the view to your environment.

    5618.png

    7. You'll be able to see the Account information you need for the specific ids from this view.

    7.png

    Hope this helps.

    Best Regards,

    Nya

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