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2 Votes
CRM view custom filter
I can create current month filter in a view, but this filter will get records of current year only.Answered | 11 Replies | 8327 Views | Created by a_vitaly_ - Thursday, March 31, 2011 8:20 AM | Last reply by Jehanzeb.Javeed - Tuesday, July 26, 2011 9:50 AM -
1 Votes
Filtered views.
Hi, Definition by Microsoft: "Microsoft Dynamics CRM 4.0 includes SQL database filtered views that are used for business data access.Answered | 2 Replies | 2223 Views | Created by Yogesh Mulay - MCTS - Thursday, January 17, 2013 1:03 PM | Last reply by Yogesh Mulay - MCTS - Thursday, January 17, 2013 1:45 PM -
3 Votes
Custom fields missing from Filtered Views?
Few attributes are missing in FilteredView and Entity view (Not the Views displayed in CRM) of a custom entity.Answered | 9 Replies | 4018 Views | Created by jammerjam - Tuesday, October 25, 2011 5:24 PM | Last reply by Mad4985 - Friday, September 21, 2012 6:21 AM -
1 Votes
Project Center View Custom Error when Filtering on Custom Field Value
I detected the projects with this problem (using additional filtering in Category), republished them and the embedded filter in the views came back to life.Answered | 25 Replies | 11271 Views | Created by Stig - Monday, December 5, 2011 3:37 PM | Last reply by R.Segawa - Thursday, May 3, 2012 1:46 PM -
0 Votes
Sorting On Custom Filter Lookup View
Hi, we have created a custom filter lookup view at runtime and displaying the view on click of lookup Button.Answered | 5 Replies | 3887 Views | Created by srinvias.rajulapudi - Monday, December 12, 2011 4:06 PM | Last reply by srinvias.rajulapudi - Tuesday, February 14, 2012 5:28 PM -
0 Votes
what are filtered views
2) Filtered Views encapsulate all the standard table joins necessary to make sense of a CRM object: base tables to extension tables (for custom ...Answered | 2 Replies | 2771 Views | Created by Sandra.CRM - Friday, September 14, 2012 5:43 PM | Last reply by Imran I Abbasi - Friday, September 14, 2012 10:10 PM -
1 Votes
Filtered Views and IFDs
You could have some issues with filtered views on IFD deployment.Answered | 4 Replies | 2165 Views | Created by mardukes - Tuesday, May 14, 2013 1:38 PM | Last reply by mardukes - Thursday, May 16, 2013 1:14 PM -
1 Votes
Filters in PWA 2007 views
Hi, Yes, I expected creating a view with a dynamic filter which would update itself everyday, with the current date of the machine.Answered | 4 Replies | 9241 Views | Created by WLID1966 - Friday, January 7, 2011 9:58 AM | Last reply by epmXperts - Friday, January 7, 2011 12:20 PM -
4 Votes
Insert a filter on the Activity view
I would recomend you to take the advantage of using "Embedding Advanced find view in Entity Form" rather than using "Custom Views" You ...Answered | 4 Replies | 5016 Views | Created by Casper Schau - Friday, October 15, 2010 8:12 AM | Last reply by Vikranth Pandiri - Friday, October 15, 2010 1:01 PM -
2 Votes
Default filter in active view
open contact entity and click on form and views and select "all active contacts" and click on More Actions -> Set Default and publish the changes.Answered | 3 Replies | 6283 Views | Created by EugeneMoulin - Wednesday, March 31, 2010 1:19 PM | Last reply by EugeneMoulin - Wednesday, March 31, 2010 1:31 PM -
1 Votes
MSCRM 2011, Is it possible to have custom view alone in Filtered lookup?
Hi David, As per your approach , we can set default filtered view but for user still have choice to slect from system view.Answered | 9 Replies | 8337 Views | Created by vannem - Monday, October 10, 2011 7:06 AM | Last reply by Gouri Patil - Thursday, March 29, 2012 1:40 PM -
3 Votes
filter the look view
Hello, Also you can purchase Filtered Lookup.Answered | 4 Replies | 5203 Views | Created by Rajesh Chilumuri - Thursday, May 19, 2011 5:17 PM | Last reply by Andrii Butenko - Friday, May 20, 2011 3:33 PM -
0 Votes
Filters on Custom Entities
I created two entities A, B; created 1-N relationships between these entities and was able to use the associated view to display records from entity B on the ...Answered | 3 Replies | 4848 Views | Created by Kiran.C - Wednesday, December 30, 2009 9:05 AM | Last reply by DavidBerry - Thursday, December 31, 2009 8:45 PM -
2 Votes
Change filter criteria for Associated View
Open the customization file and search for Associated View in the XML File.Answered | 6 Replies | 9829 Views | Created by Jay C. _ - Friday, July 3, 2009 2:29 PM | Last reply by Amir Shenouda - Wednesday, April 4, 2012 8:05 PM -
1 Votes
Custom views filtered on user attributes- can you filter on other attributes of the current user (other than their user name)
Then you able to find user entity in filter of view.Answered | 2 Replies | 1002 Views | Created by John O'Grady - Tuesday, March 18, 2014 7:55 PM | Last reply by John O'Grady - Wednesday, March 19, 2014 8:40 AM -
0 Votes
Filtered View access - SQL Login
So let me give you an example why I wanted to access the filtered views in the first place and not the AccountBase table.Answered | 4 Replies | 7612 Views | Created by Sukh Gill - Tuesday, March 9, 2010 11:00 PM | Last reply by Richard M. Riddle - Wednesday, March 10, 2010 4:53 PM -
0 Votes
Filtered View for keys
If so create an advanced find view to only show keys where the lookup is blank.Answered | 3 Replies | 6565 Views | Created by sebastian.mayer.67 - Wednesday, September 1, 2010 2:12 PM | Last reply by sebastian.mayer.67 - Thursday, September 2, 2010 8:52 AM -
0 Votes
System views - filter criteria not retained
System views sometimes get corrupted when you change the filter criteria.Answered | 3 Replies | 2974 Views | Created by Anuruddha Jaithirtha - Thursday, June 6, 2013 10:36 AM | Last reply by Anuruddha Jaithirtha - Friday, June 7, 2013 8:57 AM -
0 Votes
Filtered View MSCRM database access
Hi kenwcp, The nice thing about filtered views is that they use the credentials of the current logged in user.Answered | 1 Replies | 6335 Views | Created by kenwcp - Tuesday, May 19, 2009 10:05 AM | Last reply by Hassan Hussain - Tuesday, May 19, 2009 10:23 AM -
1 Votes
Moving records from Active View to Custom View
Customization-->Customize Entities-->Entity name-->Forms and Views-->Active Entity-->Edit Filter Criteria-->Clear the default filter(ie.Answered | 8 Replies | 4807 Views | Created by Arun Prasanth - Thursday, June 3, 2010 12:16 PM | Last reply by Arun Prasanth - Monday, June 7, 2010 4:28 AM - Items 1 to 20 of 100767 Next ›
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