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.
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:
- 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 ...