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.