How to save filters as a fast inquires in Dynamics 365?

In dynamics 365, you can create multiple filters in the same form or report and save it
and you can retrieve this filters as fast inquires 

For example, all sales order form 

you can create a filter on sales type:: return order  as the below (all return order)

go to accounts receivables/orders/all sales orders /options tab


click advanced filter /sort


set your filtration based on your requirements and click select

click modify and click save as to rename it


click ok

by the same way you can create a filter on staus open order and save it as ( open sales order)


now how to retrieve the saved queries 

just go to the select quires drop down and select your saved query



now, when you select all return order query, all sales order form retrieve return order only


if you select the open sales order saved query, the all sales order retrieve open sales  order only 


by the same for the reports, you create multiple quires on the same report 

for example, open transaction report



click filter in record to include tab 



set your filtration and rename it from modify 

when you run this report at any time, you can select one saved quires 

Thanks.

Comments

  1. How to propagate saved queries to others users? Those options was possibility in older version.

    ReplyDelete

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