Filtering views or dashboards by passing a parameter in a URL

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  • Dynamics 365 CE / CRM

    Filtering views or dashboards by passing a parameter in a URL

    Posted by Debra Bodham on December 11, 2024 at 8:58 am

    Hi, I’m new to the group but this has been bugging me for ages.

    I have several Projects running through D365 CE and they each want their own dashboard filtered just for a particular project and by status. In my head the answer would be to to just create 1 view / dashboard and pass the id of the project / status in as part of the URL.

    At this point I just want to say I’m not a coder at all but at the same time have done some amazing things in D365 without code. I can get away with doing some jscript but not much.

    If this is not possible I’m going to have to create a ton of views to add to multiple dashboards.

    Does anyone know if this is possible?.

    Heidi Neuhauser replied 5 days, 1 hour ago 2 Members · 3 Replies
  • 3 Replies

  • Heidi Neuhauser

    Member
    January 13, 2025 at 1:42 pm
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    Hi Debra! I missed this post… by now I assume you have found a solution. In case you haven’t, have you investigated Power BI for this? It seems like the perfect fit! Add a slicer to your report page and all dashboard graphics will filter to show just the one project selected.

    • Debra Bodham

      Member
      January 14, 2025 at 3:09 am
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      Thanks Heidi.

      Yes I have considered that just wondered if there was an option in Dynamics that’s all.

      • Heidi Neuhauser

        Member
        January 17, 2025 at 8:10 am
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        Making a ton of views is the other way to go! But gosh that’s a headache to manage in the long-term!

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