Filtering Enhancements to Views in Dynamics 365 – 2020 Release Wave 1


Below are some of the enhancements added to the filtering experience for the views in 2020 Release Wave 1.

Previously to sort the records we had to click on either the sort icon or the header to sort the records.

With the 2020 Release Wave 1 clicking on the header or sort or filter symbol with open the below screen with the option of both sort and filter. Also if we see, the options to sort and filter have moved closer to the header text of the column instead of right-aligned in the previous version.

And for filtering also we had to specifically click on the filter icon earlier.

For the text field below filter options will be displayed earlier

For Wave 1 Release 2020, we need to select Filter By

And below are the filter options available for the text fields.

The most helpful here would be the addition of Contains data and Does not contain data filter.

For the Datetime field prior to Wave 1 Release 2020, we had the below very limited filter options available.

Now in Wave 1 Release 2020, we have the following filter options specific to DateTime field added

along with updated Calendar View for selecting the date

Earlier à

Now à

For Optionset fields

Earlier à

Now à

Instead of having all the options selected now it comes as unselected and to apply the filter we need to select the specific value and then click on Apply.

And select Clear Filter to clear the filtering

For Lookups à

Earlier

Now à

  • For Numeric Field we now have the contains
    data and does not contain data filter options added.

These enhancements specific to filtering will definitely add to more productivity for the users.

Check other blog posts on

Release 2020 Wave 1: https://nishantrana.me/2020-release-wave-1/

Release 2019 Wave 2: https://nishantrana.me/2019/12/31/dynamics-365-2019-release-wave-2-blog-posts/

Hope it helps..

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Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

3 thoughts on “Filtering Enhancements to Views in Dynamics 365 – 2020 Release Wave 1”

  1. Hi Nisha,

    I have a question.

    Before we could filter a date field by time intervals, for example, only show the records between one date and another using the grouping option “AND”. What happens with that?

    Like

  2. Hi Nisha,
    In the new UI with filtering on lookup fields I noticed the users language is not taken into consideration when a drop down of options is listed. For instance, on the My Active Account view, if I select “Filter by” under the Region colum heading, select Equals, and click in the box below it, it will show me a list of regions in all languages we have it set up for. In the classic ui, it would only show me the option based on the language of my user role.

    Is there any way to fix this?

    Thanks for your help 🙂

    Like

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