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Apply filters in CRM home page and retrive records on click of a Button ( CRM 2013 online) RRS feed

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    Hi All,

    We have a CRM home page with lot of filters like Business segment, Area and Fiscal period. When we apply filter and click on "Retrieve" button, it should pullup all opportunities in another CRM form.  Can we write JScript (put filters )to retrieve data using Fetchxml?

    Regards,

    Vpsai

    Wednesday, September 10, 2014 5:26 PM

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    You certainly can retrieve records in JavaScript using SOAP and FetchXml.  But, because there is no easy way of applying filters to native CRM views this way, you may have to look at creating your own Grid control to display what you want (with the applied filter).  An alternative might be to create an appropriate Dashboard to navigate to.  These allow the user to apply filters to the records.
    Monday, September 15, 2014 4:01 PM