Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Filter By Issue
Customer experience | Sales, Customer Insights,...
Answered

Filter By Issue

(0) ShareShare
ReportReport
Posted on by Raisa 20

Hi everyone,

When trying to do "Filter By" in Dynamics 365 Sales, the old/deleted Accounts and Contacts shows so it is very confusing for users.

Would anyone know a solution to this?

Thanks.

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: Filter By Issue

    Hi,

    Go to make.powerapps.com - Select Environment - Expand Dataverse - Tables - Select your table - views - Lookup view - Edit filter criteria to exclude Inactive record

  • Raisa Profile Picture
    Raisa 20 on at
    RE: Filter By Issue

    Thanks Bipin.

    Yes, that answers my question! Is there a way we can hide the inactive accounts when we use 'Filter By'?

  • Verified answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: Filter By Issue

    Hi,

    Are you deleting the record or only deactivating?

    When you deactivate any record those record will still be available in CRM but status will be set to Inactive.

    So when you do filter by on view you are seeing both active and inactive records

  • Raisa Profile Picture
    Raisa 20 on at
    RE: Filter By Issue

    Hi Steve,

    The old/delete Accounts & Contacts are not in the records anymoew. But yes, when I use the 'Filter By', they still appear.

    Where do I delete them if they aren't in my records anymore?

  • Steve Zhao2 Profile Picture
    Steve Zhao2 on at
    RE: Filter By Issue

    Hi Raisa wrote,

    Do you mean that those old/deleted Accounts and Contacts didn't show on your view. However, when you filter by on your view, they appeared?

    If so, please delete those record again, and check if they still show or nor? If this issue persists, you would better raise a ticket.

  • Raisa Profile Picture
    Raisa 20 on at
    RE: Filter By Issue

    Hi Abdul,

    Thanks for your reply but clearing the browser cache doesn't solve the problem.

  • Abdul Wahab Profile Picture
    Abdul Wahab 12,070 Super User 2024 Season 1 on at
    RE: Filter By Issue

    Hi Raisa Enego,

    You are talking about views... The case is not happening with me I deleted the account and use the filter by it is not there anymore. I am interested to see the cause/fix. It may be related to the browser cashse.

    1. It was appearingpastedimage1666767960851v2.png
    2. After the deletion disappear pastedimage1666768058620v3.png

    Let me know if I can provide you with more details.

    Thanks
    Regards,

    Abdul Wahab
    Power Platform & Customer Engagement Developer/Lead/Solution Architecture/Project Manager
    Direct/WhatsApp:+923323281237
    E-mail: abdulwahabubit@outlook.com
    Skype: abdul.wahabubit
    Linkedin: www.linkedin.com/.../

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

photo of Muhammad Affan

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

thumbnail image of a pie chart section

Top 10 leaders for November!

Congratulations to our November super stars!

thumbnail image of the word Tip

Tips for Writing Effective Verified Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,431 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,503 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans