Creating New Filters & Sort Options For Sales Sequence Work Items In Dynamics 365

Once you really start to use the Sales Accelerator functionality in Dynamics 365 and your users have work items (activities) they need to work through, there might be a LOT for them to review. As an Administrator, one way you can make things a little easier is to set up and customise filters & sort options for the work items. In this post we will review where and how to do that.

First, go in to the Sales Hub app, then Sales Insights settings and click on the Workspace. The filtering and sorting is available from the Customise workspace area.

Click on New filter from the top to get started.

There are two options, basic filter and advanced filter. I haven’t yet found a way to change this after you’ve created your filter, so let me know in the comments if you are aware of one! Basic lets you filter based on one field on the record type chosen. You can then give your field a name. By default the name will be populated with the name of the record type then the name of the field selected, so adjust it before saving (although this can be modified later on).

Filters can be added to a group to make it easier for the users to find what they want to filter on. Clicking on More filters will give you the option to add to an existing filter group or simply create a new one. Very easy.

The Advanced filter option lets you use multiple fields to make sure several things are taken in to account.

Once you’ve added or modified all of your filters, click the Publish button at the bottom of the list. They will now be available to your users.

Now you can look at the sorting. Click the Sort option tab from the top left of the list of filters. Then click New sort.

Pick the type of record you want to use for sorting then again pick the field type. Adjust the sort name if you wish. You can also set the new custom sort as the default sort.

However, Due date is already set up as a default sort which crosses all record types and makes the most sense to have as the default. I would suggest leaving this and then just letting your users pick if they want to change the sort and filtering when they are reviewing their work items. Once you’ve finished modifying your sorting options use the publish button at the bottom of the screen.

If you want to temporarily hide one of the filter or sort options from users, you can simply toggle this from Yes to No so it will no longer be shown in the workspace. If you don’t need it any longer, you can delete it using the menu from the three dots next to the name of the sort or filter name.

How does this look for users? They can click on the filters icon and use any of the displayed filters to find what they are looking for faster and easier.

For example, I can filter to just show the Phone Calls that I need to complete by ticking the Phone calls box in the Activity type section of the filters, and then only those to Leads by selecting that from the record type section. Anything added to the filters will be added to the top so you can see all of them listed.

The sort order of the activities can also be changed to determine what is sorted by and then the order (date, A-Z etc.) of the activities.

Original Post http://meganvwalker.com/creating-new-filters-sort-options-for-work-items/