We all know the Power of the Advanced Find tool in Microsoft Dynamics CRM, but in CRM 2011, not only is the Advanced Find functionality enhanced… “Excel Like” filtering is available from within the grid!
This new functionality is available from both the CRM 2011 Outlook Client and the CRM 2011 Web Client.
From within any view, click the “Filter” button
Once the filtering has been turned on, you will notice column headers change.
Clicking on the dropdown arrow allows you to filter based on a few “pre-defined” criteria, or create a “custom” filter on the fly!
The “Custom Filter…” option allows you to select up to two possible filter criteria (For that column) using similar operators found in the Advanced Find tool. (Equals, Does Not Equal, Contains Data..etc..)
Once you have added filter criteria to the column, the icon will change. When you hover over the filter with your mouse it will reveal the filter criteria that you chose.
You can create custom filters for each Column in the view if you would like
If you would like to save this view for future use, at the top of the screen, click the view tab and choose
“Save As”. This will allow you to save the view, the same way that you would in the Advanced Find tool.
Add this new Filtering functionality to an already powerful Advanced Find tool, and you have an easy to use Query / Ad-Hoc Reporting tool that is easy to learn for all levels of CRM users.
Thanks for spending a little time with PowerObjects today – the Microsoft Dynamics CRM Experts – as always we would love to work with you and take your MSCRM experience to a new level!