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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / (Australia) Customer A...
Finance | Project Operations, Human Resources, ...
Suggested Answer

(Australia) Customer ABN pre-filters to 'Party' - how can we default to 'All'

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Posted on by Community Member

When a customer is created, and a user goes to add an ABN, the selection of ABNs is pre-filtered to 'Party'. This never appears to show any ABNs.

pastedimage1637024303520v1.png

The user has to select 'All' to view the ABNs available in the Legal Entity.

pastedimage1637024353968v2.png

Is there a way to make 'All' the default filter? This way, the process will be more intuitive for users.

I have the same question (0)
  • Suggested answer
    saurabh bharti Profile Picture
    saurabh bharti 15,039 Moderator on at

    Not sure if this can be done but you can create "Record template" and select default values for creating any master.

    Make that as default, next time when you will create new customer using template, default values will be populated automatically.

    exploredynamics365.home.blog/.../

  • Community Member Profile Picture
    Community Member on at

    Thanks Saurabh Bharati.

    That was a good reminder of the functionality.

    Unfortunately it's not a perfect fit, as a template supports default values, but it doesn't have default views of the data (e.g. if I wanted the filter to be 'All' rather than 'Party'.

    Thanks for responding, though.

  • RachelG Profile Picture
    RachelG on at
    Did you ever find a solution for this? We have just started using D365 and have the same question from our users.

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