Announcements
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 ?
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
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
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.
okay.
I have referred below blog, Can we achieve by using below blog?
www.dynamicpeople.nl/.../
Sure you can try once because here they are customizing the Fetch query using the plugin.
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.
Custom fetch xml view is a way to go.
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.
Congratulations to our community stars!
Expanding mentorship, skilling, and AI innovation
These are the community rock stars!
Stay up to date on forum activity by subscribing.
11manish 27
KristineRisberg 19
Manoj - ManoVerse 17 Super User 2026 Season 1
