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how to fix a view on a dashboard?

  • 1.  how to fix a view on a dashboard?

    TOP CONTRIBUTOR
    Posted 23 days ago
    One of my users is having a hard time trying to find previous opportunity entries in the dashboard view I created. I don't know what I am missing if anyone can help!

    So I created the dashboard and one of the columns I added was Topic. I want her to be able to search the topic using the * to see if previous entries are already in there so duplicates are avoided, however every time she tries it doesn't bring up things that are already there!

    I go to the dashboard view and hit filter criteria. I select TOPIC = contains data so why isnt it working?? Some WILL SHOW UP but others WONT! its driving me mad!



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    Heather L
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: how to fix a view on a dashboard?

    TOP CONTRIBUTOR
    Posted 22 days ago
    Hi @Heather Laughlin,

    I'm not sure if I understand the problem fully. But one possibly:

    The user is using the search feature which was recently updated to sub-filter a view. So, in other words, if your user searches above a view, their search will only return records that are already in the current view (not all records meeting the search criteria in the entity). Looking at your view, any opportunities more than one year old​ or without data in certain fields. Check this article for more details: https://community.dynamics.com/365/b/easyd365/posts/fix-quick-find-not-working-properly-after-dynamics-365-2020-wave-1-update

    Again, I'm not sure if I fully understand. If the above doesn't work, provide a little more info:
    • This is a view displayed within a dashboard, correct?
    • Can you show us all the columns?
    • Which entity is the view built against (opportunity seems to be the obvious answer ... but you never know)
    • How is the user filtering? Using quick find? Or are they using advanced find or using column filtering? Can you show an example of their filter?


    ------------------------------
    Geoff Ables, MVP, MCT
    C5 Insight
    www.c5insight.com
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: how to fix a view on a dashboard?

    SILVER CONTRIBUTOR
    Posted 22 days ago
    There is no need to group the Created On and Topic - the 'and' is implicit in the query.

    Is the user actually the owner of the missing opportunities?  Pull up a record in question and verify the owner.

    ------------------------------
    Matt Jackson
    CRM Developer
    GuideStone Financial Resources
    Dallas TX
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: how to fix a view on a dashboard?

    TOP CONTRIBUTOR
    Posted 22 days ago
    Here is a pic of the Opportunity view itself that the team uses. From here I WANT to be able to use the * and find existing opportunities by pulling in the topic name. for example one is ABC1987. I used to be able to do *1987 and bring up the opportunity wherever it is on the existing view. but now it brings up nothing even though it is in there. So this is putting the user behind because she has to manually search for it before deciding if she has to enter it or if its in there. if that makes sense? I thought I had to select the quick view and pull in the variables I want to show up and I used topic as one. but it doesnt work. Sometimes it does, but not always. which is weird.


    am I looking in the wrong spot?

    I already have Topic pulled in to reflect data which topic is required on the form so will always show data.


    ------------------------------
    Heather L
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 5.  RE: how to fix a view on a dashboard?

    TOP CONTRIBUTOR
    Posted 22 days ago
    Hi @Heather Laughlin,

    Glad we could grab a few minutes on the phone to work through the issue.

    For those who may experience something similar in the future, we found that the Quick Find View on the opportunity entity had some filter criteria in ​​it. When we removed the criteria, quick find worked as expected.

    The interesting thing was that the filter criteria didn't appear to be something that precluded the record that was being searched for. But it was not the standard out-of-box filter criteria, so we tried clearing it out, and after that it worked fine.

    Below is a screenshot of the standard Opportunity Quick Find view and how we navigated to it.






    ------------------------------
    Geoff Ables, MVP, MCT
    C5 Insight
    www.c5insight.com
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 6.  RE: how to fix a view on a dashboard?

    TOP CONTRIBUTOR
    Posted 22 days ago
    Thank you so much for helping me solve the mystery @Geoff Ables !!!!!​

    ------------------------------
    Heather L
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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