web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / a column that filter o...
Customer experience | Sales, Customer Insights,...
Answered

a column that filter only suppliers from account table

(0) ShareShare
ReportReport
Posted on by DiePic 448
Hi all
As write in subject, I need to create a column in a personal table that filter only suppliers (column /CustomerTypeCode/) from /Accounts/ table.
Which is the best way to do this?
thanks for any help or suggestion
 
I have the same question (0)
  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Hi Partner,
    Can you provide more information?
    1.What is the relationship between the personal table and the Accounts?
    2.What is the type of column you want to create?
    3.Is this column used to display the account?
    4.Are the records you need to filter to show personal table records or accounts?
    5.Already have a related account on your personal table?
    6.Do you want to filter the records on the personal table that are associated with the Suppliers account by this new field?
    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah
  • Verified answer
    DiePic Profile Picture
    DiePic 448 on at
      Hi @Leah Ju 
    thanks for reply.
    It's a normal field that  filter the records on the account table that have the column "Relation Type" set as "supplier".
    Today I've found that it's possible to select the type of visualization and this is sufficient for my project.

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Congratulations to the February Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
ManoVerse Profile Picture

ManoVerse 213 Super User 2026 Season 1

#2
CU11031447-0 Profile Picture

CU11031447-0 100

#3
NeerajPawar Profile Picture

NeerajPawar 71

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans