Filter By Issue

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Posted on by Raisa

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.

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Answers (1)

Abdul Wahab 12,119 Moderator on at

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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.

It was appearing

After the deletion disappear

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/.../

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Raisa 20 on at

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Hi Abdul,

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

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Steve Zhao2 on at

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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.

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Raisa 20 on at

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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?

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Verified answer

Bipin D365 28,983 Moderator on at

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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

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Raisa 20 on at

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Thanks Bipin.

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

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Suggested answer

Bipin D365 28,983 Moderator on at

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Hi,

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

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