Tuesday, October 27, 2015

MSCRM 2015: Removing Specific Records from Views


A simple way to remove records from your views is to create a field on the form called “Remove from Views” and then add that query parameter to your views. For example, I have a client who needs to create placeholder opportunities but they do not want those opportunities to be included in the various views that they use for forecasting and sales reports. 
  1.  I created a field called “Remove from Views” (not very creative, I know) of data type Two Options.  
  2. Update the views to use a filter where Remove from Views does not equal yes.

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