In the previous version of Microsoft Dynamics CRM, we had to export the data to Excel in order to perform filtering on the data. However, Microsoft Dynamics CRM 2011 gives end users the ability to filter on the list of data within the application. In this way, the users can obtain their important data in just a few clicks. To apply a filter to a list, simply click on the Filter button in the Data group on the ribbon:
You can also click the Filter button under the View tab on the ribbon. Here, we are going to apply a filter to the list and create our own custom filter.
Once we click on the filter button in the Data group on the ribbon, the filter arrows appear in the grid column headers as shown in the following screenshot:
Click on the arrow to the right of a column header to bring up the filter menu for that column, as shown in the next screenshot. The menu options change based on the attribute type. All attributes provide the capability to sort the data...