Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

I have a list view under my dashboard which pulls New opportunities . However, if I manually type any CLOSED opportunity in the search bar of that list, it shows that as well. Can't you limit that search bar to only show open opportunities?

Posted on by Microsoft Employee

I have a list under a dashboard which pulls New opportunities . However, if I manually type any CLOSED opportunity in the search bar of that list, it shows that as well. Cant you limit that search bar to only show open opportunities?

*This post is locked for comments

  • Suggested answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,756 on at
    RE: I have a list view under my dashboard which pulls New opportunities . However, if I manually type any CLOSED opportunity in the search bar of that list, it shows that as well. Can't you limit that search bar to only show open opportunities?

    Hi Rav,

    i think i have replied to your private message , pasting the same here:

    That actually uses the "Quick find search view" behind it.

    I believe some has modified the condition in that view because out of the box it wont show closed ones but only open ones.

    hence, i would suggest you to go to customization or solution > navigate to opportunity > open view> open the quick find search view in the column "type". Open the view > click on edit filter criteria and add status = open.

    close and publish.

    let me know how it goes.

    mark my answer as verified if helpful.

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

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans