Dynamics 365 Finance
Category
Apr 2, 2024
Published date
Text
Article Type
AI Summary
- The article discusses the popularity of blog posts related to making the most of data in Dynamics 365 Finance and Operations (F&O), specifically highlighting the posts "Filtering in D365 F&O" and "If you can't beat 'em, get joining some tables!".
- The article introduces the Advanced filter or sort form in Dynamics 365 F&O, which provides additional controls such as table joins, filtering by multiple columns with advanced syntax, multiple level sorting, and saved queries.
- The Advanced filter or sort form can be found in most views of Dynamics 365 F&O under the Options in the Action pane.
- The article explains how to use the Advanced filter to perform complex filtering on multiple criteria, such as finding purchase orders created for a specific supplier containing a certain keyword, created within a specific time range, and with a specific status and department.
- Custom filters can be defined on the Range tab of the Advanced filter form, allowing users to add or remove fields, join more tables, and define criteria for each field.
- Shortcuts and search features are available to help users easily define custom filters, such as using *Hardware* to find any supplier containing the word "Hardware" or clicking the ++ icon to look up the Operations department financial dimension.
- The article also provides examples of advanced date queries that can be used in the Advanced filter form to find dates relative to the current date or within a specific range.
- Users can save custom queries as saved views or modify and save them directly in the SysQueryForm for future use.
- The article concludes by suggesting that users save commonly used custom queries in the application itself to save time and make the system work for them. Additionally, saved views can be added to any out-of-the-box or custom workspace.
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