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AX / D365FO – How to Apply and Parametrize Filters in Dynamics 365 FO to Override User Custom Views – X++

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Dynamics 365 ERP - Development

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Oct 23, 2024

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  • Managing data visibility in Dynamics 365 for Finance and Operations requires ensuring the right information is always available while accommodating user-specific customizations.
  • Overriding user custom views with persistent filters allows for enforcing specific filters to maintain consistency across the organization.
  • Techniques such as directly editing data source methods and using locked filters can help override user views effectively.
  • Key techniques include finding or adding the filter range and locking the filter to prevent modifications and ensure data integrity.
  • Parameterizing filters in Dynamics 365 for Finance and Operations allows for flexibility and dynamic input based on user needs.
  • Adding a control to the form and modifying the executeQuery() method with user input can enhance filter parameterization.
  • Benefits of parameterizing the filter include flexibility for users, consistency in data visibility, and ease of use.
  • Combining locked filters with parameterization ensures business requirements are consistently enforced while allowing some user customization, maintaining data integrity and visibility control.

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