Filtering forms in Dynamics 365 for Finance and Operations is implemented in a variety of ways. As part of the standard application, Dynamics 365 for Finance and Operations provides various filtering options, such as Filter by Selection
, Filter by Grid
, or Advanced Filter/Sort
located in the toolbar, which allow you to modify the underlying query of the currently displayed form. In addition to the standard filters, the Dynamics 365 for Finance and Operations list pages normally allow quick filtering on most commonly used fields. Besides that, some of the existing forms have even more advanced filtering options, which allow users to quickly define complex search criteria.
Although the latter option needs additional programming, it is more user-friendly than standard filtering and is a very common request in most of the Dynamics 365 for Finance and Operations implementations.
In this recipe, we will learn how to add custom filters to a form. We will use the Main...