Filtering records in a list

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.

Getting ready

Start by going to the Dashboards section in the Dynamics CRM 2011 Workplace area.

How to do it...

Carry out the following steps in order to complete this recipe:

  1. Select the Dashboards link from the Workplace area.
  2. 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.
  3. Select that list; you will notice a light blue highlighted box that appears around the entire list component as shown ...

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