Friday, January 20, 2017

Dynamics 365 for Operations Filtering grid changes from AX 2012

Those who have used Dynamics AX for years may be experts in the ways to filter data via a grid and export to excel for ad hoc reporting. Its a significant value add process which many cannot live without. Then you jump to Dynamics 365 for Operations and its likely blank stares when it comes to filtering...

The client experience has changed dramatically from AX 2012 to Dynamics 365 for Operations (use #D3FO on twitter for this name). From a 32-bit desktop client to embedded web client. That transition required form controls to change and thus how filtering occurs.

So the ultimate question: How do you filter grids in Dynamics 365 for Operations?

Refer to the following documentation for these changes: https://ax.help.dynamics.com/en/wiki/filtering-in-dynamics-ax-7/

This documentation is fluid so please check it out for the latest information. The below is reposted and summarized for point in time reference and quick reference (for me).

Here are the operations for using a the Filter Operator vs the AX Query Syntax method (e.g. "advanced query" or "Crtl+G on grid and 'X..Z'").

Figure 1 - Filter expressions 'Filter Operator' vs 'Dynamics AX query syntax'

Its very important to note that '*' will literally look for an asterisk in the name. So you don't need that. The commands are more literal and in a natural language rather than syntax. It may seem to take longer to adapt but you'll adapt quicker than you think if you go into it with an open mind.

Hopefully that helps!

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