Improved View Filters in CRM 2013

Roshan Mehta, 12 September 2013

Microsoft Dynamics CRM 2011 introduced filtering for system views across multiple entities which allows users to apply Excel-like filters to different sets of data in order to drill down and categorise records. To save these filtered views, users would have to click on the View tab on the ribbon, but CRM 2013 makes this option more accessible by including it in the view selector drop-down.

The screenshot above shows a list of Account records in CRM. I want to filter the list of Account to display only those which are located in the city of “Auckland”. I then want to be able to save this filtered list as a new personal view, so I can keep an eye on all of the Account records within my territory.

Let’s take a look at the process of filtering a view and then saving it as a personal view in CRM 2013. Firstly, click on the filter icon on the view and then apply the appropriate filters.

Now that we have applied our filter, we should only see the Accounts located in “Auckland”.

Next, click on the view selector drop-down and then click on Save Filters as New View.

Enter a name for the new view and then click on Save.

The new view will now be available for you to use at any time. You can modify the saved view in Advanced Find if you wish, and share the view with other users or teams in your organisation!