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Dynamics 365 ERP - General

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Mar 28, 2024

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  • The article discusses the limitations of viewing data in default tables or views in Dynamics 365 Finance and Operations (F&O).
  • It suggests alternative methods such as exporting data to Excel or building custom Power BI reports.
  • The article introduces the concept of using advanced filters or sorts in F&O to access additional information not available in default views.
  • It explains how to navigate to the Advanced filter or sort dialog in F&O.
  • The Range tab in the dialog allows users to define the current filter in detail.
  • The Joins tab shows the tables linked to the current view and provides the option to add additional table joins.
  • The Dimension code set table is used as an example to demonstrate the process of adding a table join.
  • The article concludes by highlighting the power of table joins for functional consultants and end users in accessing relevant data without the need for extensive customization.

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