Select filtered data in Dynamics 365 Sales

(0) Share

Report

Posted on by DiePic

448

Hi all

In my opportunities (Summary), I have a field in lookup with a custom table (Scopes); when the choices are listed in another tab, I want only the rows with the same scope to be listed.

How can I do it?

thanks for any help or suggestion

I have the same question (0)

All responses (3)

Answers (1)

Verified answer

Abdul Wahab 12,119 Moderator on at

Like (1)

Report
Hi DiePic,

The below links will be going to help you in resolving your problem:

addCustomFilter (Client API reference) in model-driven apps - Power Apps | Microsoft Learn

(+) Using addCustomFilter() to filter lookups in dynamics 365 - Dynamics 365 General Forum Community Forum

Solved: Filter lookup field using addCustomFilter control ... - Power Platform Community (microsoft.com)

My suggestion:

I suggest you convert the choice column into the table.

Create a 1:N relationship between the choice table and to Scope table.

Configure records

Replace the choice column with the lookup choice

and filter with low code and no code options

Was this reply helpful? Yes No
DiePic 448 on at

Like (0)

Report

Hi Abdul Wahab

thanks for reply.

I've done this and it is working for summury tab.

I've another tabel with a lot of username associated with 1 or more scope (saved in the previous table). I think that the point 2 is the best for my lookup field, but I've not idea how to.

What I'm searching to do is another tab in opportunity (1st picture), where I select the usersname associated to field in summury (2nd picture) ... the list where I can select must contain only the people that is associated to the field in summury ... hope to be clear (because my english is not so good).

Was this reply helpful? Yes No
DiePic 448 on at

Like (0)

Report

If this can help someone, here the way as I've solved this problem:

thanks to all for help and suggestions.

Was this reply helpful? Yes No

Join the conversation

Community site session details

Select filtered data in Dynamics 365 Sales

Helpful resources

Quick Links

Responsible AI policies

Neeraj Kumar – Community Spotlight

Congratulations to the November Top 10 Community Leaders!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

Featured topics

Product updates

Community site session details

Select filtered data in Dynamics 365 Sales

Helpful resources

Quick Links

Responsible AI policies

Neeraj Kumar – Community Spotlight

Congratulations to the November Top 10 Community Leaders!

Subscribe to this forum!

Select categories

Leaderboard > Customer experience | Sales, Customer Insights, CRM

Featured topics

Product updates