Dynamics 365 CE / CRM
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Reply To: Filtering views or dashboards by passing a parameter in a URL
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Hello Debra, you can filter views or dashboards in Dynamics 365 Customer Engagement using URL parameters, like Project ID or Status. This way, you can set up one dashboard or view and adjust it based on the parameters you include in the URL. It saves you time since you won’t have to make a bunch of different custom views or dashboards for each project or status.
You can add query parameters to a URL to filter a dashboard or view. These parameters usually include things like Project ID or Status. In Dynamics 365, you can pass these parameters in the URL. This URL will filter the view based on Project ID and Status.
If you’re not a developer but know a bit of JavaScript, you can create these URLs and apply them to dashboards. For instance, if you want the URL to change based on user choices or preset filters, you can use JavaScript to modify the URL when the page loads. You can write JavaScript in a web resource or in form scripting to build the URL based on selected project or status. Then, you can redirect the user to the filtered dashboard.
Or the easiest way is to hire a developer to make it for you, cause there might be some limitations like, depending on the complexity of your filters and dashboard, this may require some fine-tuning to get everything working smoothly. Also, you can find Dynamics CRM consultant https://www.hiredynamicsdevelopers.com/hire-microsoft-dynamics-crm-consultant/ to help you with the research to find the right solution.
