Relevance Search – Additional Filtering Using Facets and Filters
November 17, 2017

In today’s blog, learn how to use facets and filters to narrow your search results when using relevance search in Dynamics 365.

Social Pane
The Social Pane: Filtering Activities in CRM 2016
July 18, 2016

In Dynamics CRM 2016 there is a little known enhancement to the activity controls on the Social Pane that gives users the ability to filter on various activity types. In

Creating a Custom Filtered Lookup in CRM 2011
August 5, 2013

When implementing Microsoft Dynamics CRM, you may have a requirement where you need to see a selection of records filtered to only records that are associated with an earlier user

Displaying a Filtered View in the Site Map in CRM 2011
March 8, 2013

Most organizations use Dynamics CRM to track their Accounts and Contacts, but they also track other companies with whom they work. It’s common to use the Relationship Type field on

Filter Your CRM 2011 System Views Dynamically
December 21, 2012

Is your view list overflowing? Is it difficult to find the views that are meaningful for you? Do you wish you could filter your CRM 2011 system views dynamically? First

Microsoft Dynamics CRM Pre-Filtering for CRM Reporting
May 31, 2012

CRM Pre-filtering is a unique feature provided by Microsoft Dynamics CRM to enable reports to be context sensitive and present the report with the Advanced Find functionality. This will greatly enhance

Microsoft Dynamics CRM Connections and How to Search for Related Records
April 24, 2012

Microsoft Dynamics CRM Connections provide a flexible way to connect and describe the relationships between two records. For example, from a Contact record we will create a Connection to another

CRM custom reports – Issues with pre-filtering and non-searchable primary key for an entity.
January 23, 2012

We’re gonna get a bit technical today. In Microsoft Dynamics CRM, one of the reasons for turning on pre-filtering for custom reporting is to associate the report with the open

Filtered Lookups in Microsoft Dynamics CRM 2011
December 13, 2011

Filtered lookups was an oft asked for feature in the yesteryears of Microsoft Dynamics CRM 3.0 and CRM 4.0 with a variety of solutions being offered and implemented to tackle

All About Filtering Views in Dynamics CRM 2011
September 30, 2011

Let’s say you need to quickly filter data so you can turn your View into something actionable. How would you do it? Filtering views in Dynamics CRM 2011 can help

Microsoft Dynamics CRM 2011 Filtered Lookups
February 17, 2011

In CRM 4.0, creating a “Filtered Lookup” was… well… kind of a pain. It required quite a bit of JavaScript on the Form in order for the filter to work

CRM 2011 – Filtering your Views – Without the Advanced Find
January 5, 2011

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