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!

21 comments:

  1. This comment has been removed by a blog administrator.

    ReplyDelete
  2. This comment has been removed by a blog administrator.

    ReplyDelete
  3. This comment has been removed by a blog administrator.

    ReplyDelete
  4. 'Cat' is a acronym and should be 'CAT. I'm leaving this ad on here because the spam turned the 'Common Admissions Test' to a cuddly little beast with razors on its feet. 'CAT Coaching in Chennai – Ultimate Gateway for your Dream Career'. I've never wanted anything more than to just train cats all day. DAX Dude - The Cat Whisperer...

    ReplyDelete
  5. Thank you for this one. I found this website really interesting and useful for beginners. I have recently introduced Microsoft Dynamics AX in my company and I still feel that I need to learn a lot.
    Cheers!

    ReplyDelete
  6. Hello friends! I had problems with installation the silent mode Microsoft Dynamics AX, your blog help me! thank you that you wrote about procedure to Create a Group Policy Logon Script and details steps. It's not so hard how I'm thinking ;) microsoft 365 pricing

    ReplyDelete
  7. Nice blogpost and thanks for sharing such useful information about Microsoft Dynamics. If you are looking for Microsoft Dynamics AX solution then you should visit atDynamics AX Partner Australia. DFSM Consulting has Microsoft Dynamics AX support, upgrade & implementation solutions for your business needs.


    ReplyDelete
  8. Its a wonderful post and very helpful, thanks for all this information. You are including better information regarding this topic in an effective way.Thank you so much

    Digital Marketing Company in India
    Web Development Company in India
    Web Design Company in Chennai
    Android app development company in Chennai

    ReplyDelete
  9. This comment has been removed by the author.

    ReplyDelete
  10. Very well done. Absolutely brilliant information. I'm in love with this blog. they always provide such a great information. Dynamics AX Partner Australia

    ReplyDelete
  11. Very well done. Absolutely brilliant information. I'm in love with this blog. they always provide such a great information. Dynamics AX Support Australia

    ReplyDelete
  12. Great post and informative blog.it was awesome to read, thanks for sharing this great content to my vision. oracle training in chennai

    ReplyDelete
  13. If Oracle is your dream job, then we, Infycle, are with you to make your dream into reality. Infycle Technologies offers the best Oracle Training in Chennai, which offers various programs in Oracle such as Oracle PLSQL, Oracle DBA, etc., in the 200% hands-on practical training with specialized trainers in the field. Also, the mock interviews will be arranged for the candidates to face the interviews without any fear, and 100% placement assurance will be given here. To have the words above real, call 7502633633 to Infycle Technologies and grab a free demo to know more.Best Oracle Training Institute in Chennai

    ReplyDelete
  14. Infycle Technologies, the No.1 software training institute in Chennai offers the best Oracle course in Chennai for tech professionals and students at the best offers. In addition to the Oracle training, other in-demand courses such as Python, Selenium, Big Data, Java, Python, Power BI, Digital Marketing will be trained with 100% practical classes. After the completion of training, the trainees will be sent for placement interviews in the top MNC's. Call 7504633633 to get more info and a free demo.Best Oracle Course in Chennai | Infycle Technologies

    ReplyDelete
  15. This post is so interactive and informative.keep update more information...
    PHP Training in Bangalore
    php classes in pune


    ReplyDelete
  16. I cant getting serious on focusing long agreeable to investigate; parts less make this bronzed out of article. Youve eclipsed your self as quick as this material truely. it's miles conceivably of the best blissful. Wifi Hacking Online

    ReplyDelete
  17. i'm unequipped for examining articles online particularly as frequently as could be expected, yet Im delighted I did nowadays. it is picked capability made, and your centers are capably conveyed. I demand you agreeably, connect with, dont anytime lower creating.! Grammarly Crack

    ReplyDelete
  18. Funny Cousin Quotes · Your cousin is the brother God knew your mother could not handle. · The craziness of your family is best understood by your cousins.. Frequently, Cousins Get Together Quotes

    ReplyDelete
  19. Looking to attract your dream life? These best law of attraction books show you how to use the law of attraction to manifest money, love, .Law-Of-Attraction-Books-Manifest-Your-Desires

    ReplyDelete
  20. Submit Complaint/ Review against Myshopify.com through Indian Consumer Complaints Forum Complaint Room. You can see here the complaints and reviews against .Elexamart.Myshopify

    ReplyDelete