How to store queries in URL as favorite in Dynamics 365?


In this post here , we talked about "How to save filters as a fast inquires in Dynamics 365?

Today, we talk about how to store queries in URL and save this URL as a Fast query in the browser 

Users need to create queries in forms and save it in URL favorites,

Dynamics 365 support this functionality and controlled by the user


activate automatically update query parameter 

 Go to system administration/users /users




select the user and go to user option tab


or go to user options for current user from setting



click preferences tab and enable automatically update query parameter in URL manipulation


Scenario 

the user need to filter on vendor group 40 and save the query as local vendors

go to accounts payables /vendors / all vendors


just filter grid by vendor group 40 and click apply

add this URL to favorites and open this page in another tab



when you open, the page opens in details level by the same query.

Comments

  1. Hello,
    Can you confirm - as I have just tested - that :
    - when opening the favourite in a new tab you have not right away the whole list of the suppliers propely filtered but the first supplier record is already open... it's not exactly what I've put on favourite.
    - It doesn't work with advance filters.
    Have you any idea of when or if we will be able to add filters on "Ax" favourites as we used to do in the previous versions ?
    Good day
    Yohann

    ReplyDelete
    Replies
    1. it is working fine with me and filtered but opened in details level not list page

      for AX , you can save advanced quires as the below
      http://dynamics365ax2012.blogspot.ae/2018/01/how-to-save-filters-as-fast-inquires-in.html

      Delete

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