This entry is part of our Feature Review Series. These short, to the point blogs strive to provide a quick snapshot of information to a user looking for a quick overview of a feature, how it's managed or configured, some insight into how a business / organization would use it, and provide links to resources or tutorials for a deeper dive.
We wanted to take time to take a quick look at the options with respect to filtering when looking at a table in D365. Filtering data is a common task for people in their day-to-day use.
Many users take advantage of this capability to hone in on the data they need at the time. Filtering of data is also used when a user wants to drill down into a data set further to find records necessary for something.
Let's take a look at some of the key features of this handy tool.
There are two types of filters available. What we'll call "Basic" and "Advanced."
Let's start with basic filtering.
Gone are the days where you have to click the filter icon along the header bar of the grid itself. Now the option to filter a column is ever present. A user simply clicks the downward arrow to expose the filter capability.
When you click this icon, the filtering option will appear as shown on the "Main Phone" column.
The options for filtering will vary based on the type of field. In the image above we have selected the "Main Phone" column. As this is a single text field, clicking the Filter By label at the bottom will produce another window asking you to provide text to filter by.
But when we use a look-up column, such as the "Primary Contact" column, we see the Filter By includes a list of the records we can choose from.
The same is true of a date field - the options now look more robust based on the various filters available for date fields. Note the scroll bar on the right - there are way more options than shown here!
Anyone familiar with Advanced Find will notice this feels similar. Clicking the small filter icon next to the search bar will open the Advanced Filtering fly out window.
Clicking that will expose this:
The Advanced Filtering window provides the ability to group (and / or), add additional rows, or even reach a related table ("entity" in image - it seems some things are still adapting to the new language!)
Sometimes a user might want to save the filter they've just applied as a view, so they don't have to do it again next time. No problem!
Simply locate the "Create View" option in the command bar and the user is prompted to give it a name and a description and voila, the view is saved for their use.
Note the asterisk on the view title in the image below - this is the indication that a filter has been applied.
Selecting the "Create View" option shown on the right exposes the ability to Save the filters as a new view, as shown here:
Once the user has done this, the view will be loaded as their current view, and saved in the "My Views" area for future use. This view is just like any other and can be shared or assigned to others who might find it useful.
These options are something all users should be familiar with. There is nothing more frustrating than having to scroll through a list of records trying to find the one you know is there. With filtering, a couple of clicks and you can narrow the list down to the records you need to use, saving valuable time in the process.
If you need help navigating Dynamics 365 features, let us know and we'd be happy to help: Contact C5 Insight.
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