Skip to main content

Notifications

Announcements

No record found.

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

Add several account IDs as a filter

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 29,056 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

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 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans