Dynamics Community Forum Thread Details

Filter View by N:N Tag Selection from a Ribbon Dialog in Dynamics 365

Hi everyone,

I'm working on a customization in Dynamics 365 CRM and could use some help with a tagging and filtering scenario.

Here’s the setup:

There's a custom button in the ribbon that opens a dialog window allowing users to select one or more tags.
Tags are a separate entity connected to the main records through an N:N relationship.
There's also a view displaying a list of these main records.

Goal:

When a user selects a tag from the dialog, I want to:

Dynamically filter the records in the current view to show only those that are linked to the selected tag.
Optionally, display the selected tag somewhere in the view (for visual context).

Has anyone implemented something similar or can suggest an approach to dynamically apply a filter to a view based on tag selection from a custom dialog?

Any advice, ideas, or examples would be greatly appreciated!

Categories:

Dynamics 365 general

Hi,

To dynamically filter a view in Dynamics 365 CRM based on N:N tag selection from a ribbon dialog, you’ll need to combine JavaScript customization, Ribbon Workbench, and Web API calls. Here's a recommended approach based on best practices and community solutions:

1. Use Ribbon Workbench to Trigger Custom Dialog

Create a custom ribbon button that opens a dialog for tag selection.

Use Ribbon Workbench to configure the button and pass context parameters (e.g., record ID, entity name).

2. Capture Selected Tags in Dialog

In the dialog, allow users to select one or more tags (from the N:N related entity).

Store selected tag IDs temporarily (e.g., in session or a hidden field).

3. Apply Filter to View Using JavaScript

Use a custom JavaScript function to filter the view based on selected tags.

You can use the Xrm.WebApi.retrieveMultipleRecords method to fetch records linked to the selected tags and then refresh the grid with those records.

Example logic:

function filterRecordsByTags(selectedTagIds) {
    // Build FetchXML or Web API query to get records linked to selected tags
    // Update the subgrid or view with filtered results
}

4. Use Supported N:N Filtering Techniques

Refer to Paul Nieuwelaar’s supported method [1] for filtering N:N lookups using custom JavaScript and Web API.

You can also explore Alex Shlega’s enhanced version [2] which includes reusable scripts and a demo solution.

5. Customize Subgrid Behavior

If you're using a subgrid to display related records, override the Add Existing button behavior using Ribbon Workbench and your custom script [3].