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