List components in Dynamics CRM 2011 have a powerful feature named Filtering. This is very similar to the column filter feature available in Microsoft Excel, and just as useful when dealing with large segments of data in a list.
Carry out the following steps in order to complete this recipe:
Select the Dashboards link from the Workplace area.
Select the Microsoft Dynamics CRM Overview dashboard. There should be a list located near the bottom right of this dashboard with the title My Activities.
Select that list; you will notice a light blue highlighted box that appears around the entire list component as shown in the following screenshot:
The ribbon (toolbar) in Dynamics CRM 2011 will change to show commands related to the list you have highlighted (My Activities). Click on the Filter button located in the Current View section of the ribbon as shown in the...