How can I add filter under Cases to view pending cases of a team?

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Posted on by C. Salvador

Help please. I couldn't find documentation on adding new filter under Cases. The only available filter for Team is view my team's resolved cases

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Bipin D365 28,983 Moderator on at

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RE: How can I add filter under Cases to view pending cases of a team?

Hi,

You will have to create new custom view in Case entity and add that view in Model Driven App using App designer.

Check below link on how to create view.

crmbook.powerobjects.com/.../

Please mark my answer verified if i were helpful

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AJ-22040756-0 on at

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RE: How can I add filter under Cases to view pending cases of a team?

Hi Partner

You need to create a view for that specific entity in this scenario its Case entity

Here are the reference Articles which will assist you in creating and managing views

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/create-and-edit-views

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/create-edit-views

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/specify-default-views

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C. Salvador 10 on at

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RE: How can I add filter under Cases to view pending cases of a team?

Thanks a lot

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C. Salvador 10 on at

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RE: How can I add filter under Cases to view pending cases of a team?

This documentation shared by Bipin is more straight forward >> crmbook.powerobjects.com/.../

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C. Salvador 10 on at

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RE: How can I add filter under Cases to view pending cases of a team?

Thanks a lot!

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