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Dynamics 365 Community / Forums / Finance forum / Advanced filter/sort -...
Finance forum

Advanced filter/sort - saving query to all users

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Posted on by 215

Hi,

I am trying to setup Advance Filter/sort for all the users based on a particular set of fields. so that the user do not have to add all the tables and fields in the filter query in list page.

I was able to create the advanced search query and save it. This query is showing up only in my login. Is there any way to push this query to a set of users?

For example:

In customer form - option tab - we have advanced filter/sort option.

I have added few new field and save as in new name like"filter - gender". So that I can reuse it. Now I want to use this saved query to specific set of user.

advanced-filter.png

  • Verified answer
    André Arnaud de Calavon Profile Picture
    307,842 Super User 2026 Season 2 on at

    Hi Kathiravan,

    There is a blog how to create a customization for AX2012 to be able to share the saved queries. axaptian.blogspot.com/.../savecopy-filtersqueriesinquires-to.html

    I'm not sure if it working correctly for MSDyn365FO as well.

    Note that Microsoft might also work on a solution: docs.microsoft.com/.../saved-views.

    This feature might be planned for March 2019: docs.microsoft.com/.../planned-features#platform

  • Kathiravan Profile Picture
    215 on at

    Hi Andre Arnaud de Calavon,

    Thanks for the information...

    I hope this update comes soon.

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