Filter Grid data, and Save results as a View
Introduction: Views in model-driven apps specify the data that is tabulated and displayed on a grid page. Views that have been developed by an administrator, shared with others, and normally can’t be changed are called System Views. Dynamics 365 2022 release wave II includes a new functionality that provides the ability to save the filter conditions on a grid as a personal view as well as enables you to manage and share views. You can save time with this effective feature. Following types of views are available in model-driven apps: How to Filter grid data, and save results as a view? To select the filter condition, click on the Edit Filters To remove a condition, select More commands (…) next to the row, and then select Delete To add one or more conditions, select Add option The following options are available to add conditions in the filter editor To add a condition, select Add row, To select a value, click on the down arrow After editing the view filters, select Apply to see changes on the grid page How to Save edits as a new view? On the command bar, select More commands (⁝) > Create view > Save as new view Enter a new name for the view, and then select Save How to Manage and share personal views? To manage and share views, turn on the modern Advanced find options. Click on the Save button In the view selector, the Manage and share views option is available Select the Manage and share views option Select View commands (…) and then choose the Share option Select the user to share the view Set the permissions Select Share option Conclusion: This feature is helpful because it increases Productivity by preserving the quick find filter conditions as a personal view and it also optimizes time. References: – Filter grid data, save results as view | Microsoft Learn Thank you , Amisha for your valuable inputs
Searching on a table is easier with Dataverse Search in Dynamics 365 CRM
Introduction: In Dynamics 365 CRM, we have different search options to search data. As we have hundreds of records of different table, Relevance Search aka Dataverse Search is a global search box that gets the record information across all the tables. There is a new feature introduced in 2022 release wave one for Dynamics 365 CE on Dataverse search. This feature will help users to search & filter for records in model-driven Power Apps. This will make Dataverse Search easier than before to find the data. Description: What is Dataverse Search? Dataverse Search is a great tool to find quickly records across all the tables. It delivers fast and comprehensive result to all tables, sorted by relevance. In model-driven apps, this Search Box is available in the header in the environment. If we opt into early access of 2021 release wave 2 on a production environment, Dataverse Search is enabled automatically. But if not, we need to enable the Dataverse Search. How to Enable & Configure Dataverse Search: – Before Enabling Dataverse Search: – After enabling Dataverse Search: – Dataverse (Relevance) Search is used by the Dataverse Search Index. You can manage & configure the index from the Overview section of a solution. Under Manage Search Index: – It will show us all the tables which are present in the current solution. When users select the tables for indexing, it will show the number of fields that are included in Dataverse Search. These columns are dependent on the Quick Find View. The limit for Columns indexed in this environment is maximum 950 per organization. Users can enable or disable indexing for a specific table from here and can adjust which columns are included in Dataverse Search within the Power Apps portal. Conclusion: With this new update in 2022 release wave one for Dynamics 365 CE, it is just easy to find the record, it also helps minimize the no. of clicks required to find or to get there. References: – Thank you, Shubham Dhumal for your inputs.