- [Narrator] Being able to sort and filter the data
that's in Dynamics 365 customer service is very important.
Filtering data allows users to refine data sets
based on restrictions that they enter.
And this allows users to exclude data
that's not relevant or repetitive.
Different types of data filters
can be used to query for results,
and even relational data can be used.
Let's start with how you can filter and sort data
directly from a view and how an advanced filter can be used.
So we are currently looking at the my active accounts view,
and you can see all the different column names at the top.
You can see account name, main phone, and then city as well.
And then we have some related data, right?
Our primary contact is related to that contact record.
And then next to that,
that email, where you see in parentheses primary contact,
that is showing us the email address
of that related contact record.
So let's take a look at sorting.
I can sort on any of those columns that I have in this view.
So if I wanted to sort on this city
I can just click on that.
And then I can sort from A to Z or from Z to A.
So when I click on that now, now you can see
that we're sorting by that city name.
And then again, right, we clicked A to Z.
So that's how the data currently is sorted.
Now, if I wanted to go ahead and start filtering the data,
I can do that again from any column
that you currently see in this screen.
Let's go ahead and say, we're going to filter
by the account name, 'cause that's the column that we're on.
And we're going to say, I only want to see accounts
that begin with the letter A.
Then I'm going to hit apply.
And as you can see, now it's giving me back
only accounts that start with that letter A.
If I wanted to do some additional filtering on here,
I could do that.
So let's say I just want to see accounts with the letter A
with the main phone number that contains the number eight.
So again, I'm going to say, filter by.
Now I'm going to say contains the number eight.
And as you can see now
it's only showing me that one record.
Let's remove those filters.
I'm going to clear the filter over here,
and the main phone filter as well.
Now let's take a look at the advanced filtering.
So if I click on this icon
that's going to open my advanced filtering pane.
And this is going to allow me to use more columns
than just the columns that you saw
in the my active account view.
You will also see that its already pre-loading
the filtering that's happening in this view, right?
My active accounts.
So that means all of the accounts
with the status of active where I am the owner.
So again, that's already preloaded.
If I want to remove those filters
I can click delete from within here.
Again, I can do the same thing here,
click on the ellipse and delete those filtering options.
Now at this point I am not changing that view.
This is just right here in my page as an end user,
I'm not modifying that view.
Now let's say that we're going to filter
based on that related contact information, right?
I'm going to say, I'm going to add that related entity.
And that is actually my primary contact.
I believe that's the name of the field.
Let's go back and check primary contact.
That's the field I'm looking for.
Again, I can remove those or leave them here.
I'm going to say,
we're going to look for primary contact.
Primary contact.
And I'm going to say where the first name
begins with the letter C.
So here I'm going to,
want to see accounts,
where the primary contact related to that account,
their first name starts with a C.
I'm going to hit apply. And that was the nobody.
Let's try the letter S.
And as you can see
now we're filtering based on the related data,
the related contact, of those accounts.
The sorting and filtering that I just demonstrated
can be used throughout the application
whenever you're accessing a view in Dynamics 365.