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Customer experience | Sales, Customer Insights,...
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Restrict available records in "filter by" in entity view

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I currently have an entity called "Purchase Contracts" and I also have another called "Sale Contracts".  Picture below for reference. 

As you can see, when I choose "filter by" it brings up accounts that don't even have purchase contracts.  The reason I know this is because I can pick one of those below and no purchase contracts come up and I also know based on our business that they don't as well.  Because of this the search is very slow.  I can type in a name and it will pull up the account but it is weeding thru a LOT of accounts to finally find what I need.  How can I restrict this "filter by" so that it will only search on the accounts that actually have purchase contracts?  I have heard this is out of the box CRM but can it be adjusted?

pastedimage1635282790782v1.png

  • gisiquei Profile Picture
    gisiquei on at
    RE: Restrict available records in "filter by" in entity view

    This is current design . Our Product team is already aware of feedbacks and will evaluate enhancements on this experience for future releases.

    Please consider to submit a feedback on experience.dynamics.com/.../ and open it for vote.

  • Suggested answer
    meelamri Profile Picture
    meelamri 13,204 User Group Leader on at
    RE: Restrict available records in "filter by" in entity view

    Hi,

    Unfortunately this is by design. You can't change this behavior..

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