Microsoft Dynamics CRM 4.0 View Records Filtering

August 14, 2011

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Microsoft Dynamics CRM 4.0 View Records Filtering

In Microsoft Dynamics CRM 4.0 views, you can sort records by clicking the column header. Did you know you can also filter records?
I didn’t know, until last week, and this is quite embarrassing for me…

It turns out that after sorting a view column by clicking the column header (and by this, selecting the column), clicking a letter in the letters index at the bottom of the grid will filter the view records which values in the selected column starts with the selected letter.

For example, in the following Leads view, I have sorted by Topic. Now, clicking ‘W’ in the letters index will return only one record with the Topic value of ‘Where is Spongebob?’.


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