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Can you filter leads & contacts based off custom fields on Microsoft Sales Insight (Best bets & Lead feed)?

Question asked by Aidan Dorfling on Jun 26, 2017
Latest reply on Jun 27, 2017 by Josh Hill

Hi there,

 

I am looking to remove all customers from appearing on our Best Bets view in Microsoft Dynamics Online. However, the way in which we use Dynamics means that we would like to filter this based off two custom fields:

  • Sales close date (Date/Time)
  • Is Customer (Boolean)

 

I can't seem to find the appropriate place in Dynamics to edit the Best Bets view, where do I find this? And will this support filtering off custom fields?

 

Thanks,

 

Aidan

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