Introduction:
Pre-filtering is one of the most important and useful features of reports in Microsoft Dynamics CRM.
Pre-filtering allows filtering of the report data using the Advance Find functionality and enables users to create context-sensitive reports and return more relevant data.
Pre-filtering passes the set of selected record or a specific record (such as Quote) for which the report is being run in such a way that the report is executed and the data is pulled from the context of the current (or selected) record.
Working with Report Pre-Filtering for related entities using Fetch XML:
Pre-filtering can also be applied to related entities.
In the below screenshot, we are retrieving Opportunity and have applied pre-filtering for both Opportunity and Account.
For example, we have created two Opportunities for respective Accounts, and when we execute the report (using the above Fetch XML) for records from both the entities, we get the same result as shown in the screenshot below;
We also created an additional Opportunity and Account that are not related and hence they were not displayed in the report result.
Note: Pre-filtering does not work for outer join, and the result will be displayed differently for the same report discussed above.
Now after adding an outer join to the Account with Opportunity, the pre-filtering won’t work for Account.
When the report is executed for selected accounts, it will display all opportunities (and would not consider the selected Accounts) as seen in the screenshot below;
When the report is executed for selected opportunities, it will display all the selected opportunities as shown in the screenshot below;
Hope this helps!
Generate Your Own New Leads Within Microsoft Dynamics 365 CRM
Contact us for a demo to know more about how Maplytics can help you to generate new leads from within Microsoft Dynamics 365 CRM.
Maplytics is a 5-star rated, preferred business app on the Microsoft AppSource that is Certified for Microsoft Dynamics 365 (CfMD) and comes with powerful features like Appointment Planning, Sales Routing, Territory Management, Heat Maps, Geo-analytical Dashboards and more that empower organizations to add more value to their CRM data, improve sales & service processes, and achieve high ROI.
Get your free trial from our Website or Microsoft AppSource!
‘If data is the new oil, location intelligence is ??”