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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / How can I add filter u...
Service | Customer Service, Contact Center, Fie...
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How can I add filter under Cases to view pending cases of a team?

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Posted on by C. Salvador 10

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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  • C. Salvador Profile Picture
    C. Salvador 10 on at
    RE: How can I add filter under Cases to view pending cases of a team?

    Thanks a lot!

  • C. Salvador Profile Picture
    C. Salvador 10 on at
    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/.../

  • C. Salvador Profile Picture
    C. Salvador 10 on at
    RE: How can I add filter under Cases to view pending cases of a team?

    Thanks a lot

  • Suggested answer
    AJ-22040756-0 Profile Picture
    AJ-22040756-0 on at
    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

  • Verified answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    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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