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All About Filtering Views in Dynamics CRM 2011

Post Author: Joe D365 |

Let's say you need to quickly filter data so you can turn your View into something actionable. How would you do it? Filtering views in Dynamics CRM 2011 can help you decide which companies to include in your next marketing campaign.

Sometimes rather than creating a new advanced find, it's more efficient and productive to simply filter a view that already exists.

In this example we'll use the Active Accounts View, but you can do this with any View. From within the Active Accounts View we first select the Filter icon from the Ribbon. Notice the arrows that appear to the right of each column after clicking the filter icon.

These are what we will use for filtering.

Suppose you are thinking about planning a new marketing campaign so you only want to see Accounts that are classified as Prospects. To do this you'll want to add a filter so you only view Accounts with a Relationship Type of Prospect. Select the arrow next to Relationship Type and check the box for Prospect and click OK.

Now when we look at the Active Accounts View we only see Accounts with a relationship type of Prospect. But we can tell it's a filtered by Relationship Type because of the filter icon next to Relationship Type.

Summary Filtering within a view in Microsoft Dynamics CRM 2011 is an efficient and easy way to get a different view of our data and quickly make our data actionable.

Happy CRM'ing!

Joe CRM
By Joe D365
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

2 comments on “All About Filtering Views in Dynamics CRM 2011”

  1. Hi There,

    I am SAP BW/ BODS ETL Developer and my scenario is mentioned below
    Scenario :

    My business scenario involves Extracting Views from MS SQL CRM Dynamics and then loading the Target tables in SAP BW for Reporting.

    In MS CRM Dynamics there are Views and filtered Views. I am able to extract and load fields without a hitch from the views but most of the text data resides in the Filtered views (For Ex: EmployeeName, CountryName) and unable to read anything from them. Neither I am able to load the data from filtered views directly nor I am able to read it through Lookup.

    In datastore, the Credentials mentioned earlier where SQL authentication and then later changed to Windows authentication from the particular Domain.

    The job is run from the server in the corresponding domain and yet the error persists.

    Also the job is successfully run and the there is no data in the target table.

    The MS SQL Database used for CRM Dynamics => MS SQL Server 2012 from Microsoft Side

    Although the SQL Server Databse used from local machine is MS SQL 2008 and hence a MS SQL Nativity Client 11.0 is been added in this case.

    Data Services Version :

    Designer 14.1.2.37

    Job server 14.1.2.378

    Job Engine 14.1.2.378

    Repository 14.1.1.0000

  2. It appears as though this works only on the Web version and not the add-in in Outlook. Do you have any idea how this could be achieved within a view that makes up part of a Dashboard?

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