Dynamics 365 Enhanced Filtering is Here!

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Before we get started…

In my prior post, I highlighted the Dynamics 365 enhanced filtering capabilities coming in the Wave 1 2020 update. So, check out that post. Then, keep reading this post as we will dive into more details.

Additionally, you will need to have the Wave 1 2020 update applied. If you haven’t done this, please review this documentation on how to apply the update. Also, be sure you apply this to a Test/Sandbox environment before applying to a Production environment.

The Filtering Face-Lift

In prior version of Dynamics 365 Unified Interface, the filtering was limited for the views. So, this caused frustration with users who needed an easy experience. Now, the new updates provide a better filtering experience.

In our example, we will be using the Leads area of Dynamics 365. Below is a list of “All Leads” listed in our demo system.

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About the Author

Aaron Back (Microsoft MVP)

Aaron Back is a Microsoft MVP with many years experience with Microsoft Dynamics 365 (CRM), Power Apps, Power BI, and Power Automate. He is actively involved with the Microsoft Dynamics CRMUG (User Group) Community. His involvement includes: Serving as Chapter Leader for his local CRMUG Chapter, serving on the CRMUG Board of Advisors, and speaking at the annual CRMUG Summit conference.

About ACE Microtechnology

ACE Microtechnology, Inc. is a professional services firm committed to delivering business solutions to small and medium sized organizations. Our focus is on delivering products and services that improve our clients’ business operations. ACE has developed specialties in serving the lite manufacturing, distribution and hospitality industries.