Aidan_Dorfling

Aidan_Dorfling
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‎04-21-2020 04:20 PM

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Can you filter leads & contacts based off custom f...

by Level 1 in Product Discussions
‎06-26-2017 03:15 PM
‎06-26-2017 03:15 PM
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 ... View more
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Date Registered ‎04-26-2017 04:13 PM
Date Last Visited ‎04-21-2020 04:20 PM
Total Messages Posted 1
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