Microsoft Dynamics CRM 2011 introduced filtering for system views across multiple entities which allows users to apply Excel-like filters to different sets of data in order to drill down and categorise records. This feature has been extended in CRM 2013 so users can save custom filters into a new personal view. The screenshot above shows a list of Account records in CRM. I want to filter the list of Account to display only those which are located in the city of “Auckland”. I then want...(read more)![]()
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