Browsing articles tagged with "filtered views Archives | Pedro Innecco"

Dynamics CRM: AND/OR in filtered views

Views play a pivotal role in Dynamics CRM. Not only it is the main method with which interact with records of given entities, but it is also the foundation for creating charts.

For a client, I had to particularly create several views for the Goals entity. In this process I noticed that the “My Group’s Revenue Goals for This Period” doesn’t show exactly what it says it does. This isn’t necessarily a bad thing, but it can be slightly confusing. Read more >>