Skip to main content
Community site session details

Community site session details

Session Id :
Service | Customer Service, Contact Center, Fie...
Suggested answer

Dynamic views in Dynamics 365 CRM

(0) ShareShare
ReportReport
Posted on by 30

I Have a one Custom View and I need to filter the records based on the some filtering criteria.
but I have to pass the dynamic values for below attributes.

do we have any provision to add the dynamic values in the filtering criteria ?

 pastedimage1653397055145v1.png

  • Haseeb Jamshed Profile Picture
    360 on at
    RE: Dynamic views in Dynamics 365 CRM

    Custom fetch xml view is a way to go.

  • Suggested answer
    CRMJetty Profile Picture
    3,512 on at
    RE: Dynamic views in Dynamics 365 CRM

    Hello,

    pls refer this thread, you could help,

     https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/223164/create-view-using-dynamic-field-entries 

    I hope it helps,

    Thanks.

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365.

  • Suggested answer
    Amit Katariya007 Profile Picture
    10,409 Super User 2025 Season 1 on at
    RE: Dynamic views in Dynamics 365 CRM

    Sure you can try once because here they are customizing the Fetch query using the plugin.

  • Banne Profile Picture
    30 on at
    RE: Dynamic views in Dynamics 365 CRM

    okay.

    I have referred below blog,  Can we achieve by using below blog?

    www.dynamicpeople.nl/.../  

  • Suggested answer
    Amit Katariya007 Profile Picture
    10,409 Super User 2025 Season 1 on at
    RE: Dynamic views in Dynamics 365 CRM

    This is the limitation of the CRM. As views can not be updated depending on the logged in user. It will be same for all the users.

  • Banne Profile Picture
    30 on at
    RE: Dynamic views in Dynamics 365 CRM

    Hi Amit,

    My requirement is different.

    In single view, based on the logged in User State(example State eq Rajasthan) I have retrieve those two dynamic values(TPA Commission Amount and Investor Commission Amount) from BenchMark Entity records and have to pass in the filter criteria  

    Regards,

    Banne

  • Suggested answer
    Amit Katariya007 Profile Picture
    10,409 Super User 2025 Season 1 on at
    RE: Dynamic views in Dynamics 365 CRM

    Hello Banne,

    if you are system admin then you can make changes on this view(applicable on the system view)

    else only you will use this view then you can create a personal view which can be accessible by you and not any other user. Also as per your role you can share this view with the other users.

    Thank you,

    Amit Katariya

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Now Available: 2025 Release Wave 2

Quick Links

Ramesh Kumar – Community Spotlight

We are honored to recognize Ramesh Kumar as our July 2025 Community…

Congratulations to the June Top 10 Community Leaders!

These are the community rock stars!

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1
Muhammad Shahzad Shafique Profile Picture

Muhammad Shahzad Sh... 51 Most Valuable Professional

#2
Ramesh Kumar Profile Picture

Ramesh Kumar 42

#3
David Shaw_UK Profile Picture

David Shaw_UK 27

Featured topics

Product updates

Dynamics 365 release plans