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Dynamics 365 Supply Chain Management

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Sep 12, 2024

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AI Summary

  • The article discusses the use of advanced filter or sort in Dynamics 365 Finance and Operations.
  • Users can filter one table based on the results of another table using advanced filter or sort.
  • To access advanced filter or sort, users can click the "Options" button on almost any list page and then select the "Advanced filter or sort" button.
  • The form that opens allows users to filter items based on the data source for the form, with options to filter by table, derived table, and field.
  • Users can add multiple filter criteria by adding multiple rows in the form.
  • The article provides an example of filtering the vendor table based on records in the purchase order lines table.
  • Users can add additional data sources by clicking the "joins" button in the form.
  • The article also mentions using advanced filter or sort to apply complex filter criteria, such as entering ranges or using wildcards.

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