Filtering views or dashboards by passing a parameter in a URL

  • 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?.

    Ivan Farafonov replied 2 weeks, 6 days ago 3 Members · 4 Replies
  • 4 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!

  • Ivan Farafonov

    Member
    January 24, 2025 at 6:04 am
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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.

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