Edit filter criteria of a view

This topic applies to Dynamics 365 Customer Engagement (on-premises). For the Power Apps version of this topic, see: Edit filter criteria and change sort order in model-driven app views

Along with the columns displayed in a view, the filter criteria applied to a view is a critical part of the value provided by the view.

  1. When you create or edit the view, select Edit Filter Criteria.

  2. The dialog shows a user interface similar to Advanced Find. You can use AND and OR clauses to specify and group criteria.

  3. Select OK to close the Edit Filter Criteria dialog box.

    More information: Create, edit, or save an Advanced Find search

See also

Create or edit a views