{"id":33030,"date":"2022-11-05T14:20:39","date_gmt":"2022-11-05T08:50:39","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=33030"},"modified":"2023-01-13T12:56:04","modified_gmt":"2023-01-13T07:26:04","slug":"advanced-edit-filter-criteria-under-and-not-under-for-field-services-within-dynamics-365-crm","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2022\/11\/advanced-edit-filter-criteria-under-and-not-under-for-field-services-within-dynamics-365-crm\/","title":{"rendered":"Advanced Edit filter criteria \u201cUnder\u201d and \u201cNot Under\u201d for Field Services within Dynamics 365 CRM"},"content":{"rendered":"<p><strong>Microsoft Dynamics 365<\/strong> provides various settings to be configured as per the different business requirements within Microsoft Dynamics 365, which gives a better User interface along with various configuration settings.<\/p>\n<p>In this blog, we will look into the Advanced Find filter criteria, which allows us a simple way to easily filter that data using Edit filters, \u201c<strong>Under<\/strong>\u201d and \u201c<strong>Not Under<\/strong>.\u201d<\/p>\n<p>Let\u2019s do a walkthrough with the steps to achieve the same.<\/p>\n<ul>\n<li>Navigate to any Model-driven app within the setting Area.<\/li>\n<li>Let\u2019s Assume a scenario in which we want all the child products of a particular product family, so, Create a Parent Product Family named <strong>Product Warranty Packages<\/strong>,<\/li>\n<\/ul>\n<p>Please refer below screenshot for the same,<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-33033\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/1Field-Service-Dynamics-365.jpeg\" alt=\"Field Service Dynamics 365\" width=\"1380\" height=\"681\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/1Field-Service-Dynamics-365.jpeg 1380w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/1Field-Service-Dynamics-365-300x148.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/1Field-Service-Dynamics-365-1024x505.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/1Field-Service-Dynamics-365-768x379.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/1Field-Service-Dynamics-365-660x326.jpeg 660w\" sizes=\"(max-width: 1380px) 100vw, 1380px\" \/><\/p>\n<ul>\n<li>Parent Product Family: Product Warranty Packages, followed by Child products Armband 100, Armband 150, Assembly Maestro, and so on.<\/li>\n<\/ul>\n<p>Please refer below screenshots for the same,<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-33032\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/2Field-Service-Dynamics-365.jpeg\" alt=\"Field Service Dynamics 365\" width=\"1716\" height=\"892\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/2Field-Service-Dynamics-365.jpeg 1716w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/2Field-Service-Dynamics-365-300x156.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/2Field-Service-Dynamics-365-1024x532.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/2Field-Service-Dynamics-365-768x399.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/2Field-Service-Dynamics-365-1536x798.jpeg 1536w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/2Field-Service-Dynamics-365-660x343.jpeg 660w\" sizes=\"(max-width: 1716px) 100vw, 1716px\" \/><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-33031\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/3Field-Service-Dynamics-365.jpeg\" alt=\"Field Service Dynamics 365\" width=\"1722\" height=\"891\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/3Field-Service-Dynamics-365.jpeg 1722w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/3Field-Service-Dynamics-365-300x155.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/3Field-Service-Dynamics-365-1024x530.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/3Field-Service-Dynamics-365-768x397.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/3Field-Service-Dynamics-365-1536x795.jpeg 1536w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/3Field-Service-Dynamics-365-660x341.jpeg 660w\" sizes=\"(max-width: 1722px) 100vw, 1722px\" \/><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-33035\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/4Field-Service-Dynamics-365.png\" alt=\"Field Service Dynamics 365\" width=\"975\" height=\"925\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/4Field-Service-Dynamics-365.png 975w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/4Field-Service-Dynamics-365-300x285.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/4Field-Service-Dynamics-365-768x729.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/4Field-Service-Dynamics-365-660x626.png 660w\" sizes=\"(max-width: 975px) 100vw, 975px\" \/><\/p>\n<p>In Dynamics 365, if we want to know the number of child products of the Product family \u201c<strong>Product Warranty Packages<\/strong>\u201d, one option is to do a regular <strong>Advanced Find<\/strong> on the product and bring back those child products, but that would involve doing multiple queries or a very long tricky one.<\/p>\n<p>To overcome this, we have a new ability using \u201c<strong>Under<\/strong>,\u201d it can be faster and easier by using <strong>Edit Filters<\/strong> for Entities.<\/p>\n<p>Please refer Below Screenshot For the same<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-33034\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/5Field-Service-Dynamics-365.jpeg\" alt=\"Field Service Dynamics 365\" width=\"1035\" height=\"932\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/5Field-Service-Dynamics-365.jpeg 1035w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/5Field-Service-Dynamics-365-300x270.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/5Field-Service-Dynamics-365-1024x922.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/5Field-Service-Dynamics-365-768x692.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/5Field-Service-Dynamics-365-660x594.jpeg 660w\" sizes=\"(max-width: 1035px) 100vw, 1035px\" \/>Products that are under the \u201c<strong>Product Warranty Packages\u201d <\/strong>Family will be displayed once the filter is applied<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-33038\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/6Field-Service-Dynamics-365.jpeg\" alt=\"Field Service Dynamics 365\" width=\"1719\" height=\"893\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/6Field-Service-Dynamics-365.jpeg 1719w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/6Field-Service-Dynamics-365-300x156.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/6Field-Service-Dynamics-365-1024x532.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/6Field-Service-Dynamics-365-768x399.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/6Field-Service-Dynamics-365-1536x798.jpeg 1536w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/6Field-Service-Dynamics-365-660x343.jpeg 660w\" sizes=\"(max-width: 1719px) 100vw, 1719px\" \/><\/p>\n<p>Using \u201c<strong>Not Under\u201d <\/strong>gets all products that are not under the <strong>Product Warranty Packages\u201d <\/strong>Family and they will be displayed once the filter is applied<\/p>\n<p>Please refer Below Screenshots For the same<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-33037\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/7Field-Service-Dynamics-365.jpeg\" alt=\"Field Service Dynamics 365\" width=\"1011\" height=\"933\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/7Field-Service-Dynamics-365.jpeg 1011w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/7Field-Service-Dynamics-365-300x277.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/7Field-Service-Dynamics-365-768x709.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/7Field-Service-Dynamics-365-660x609.jpeg 660w\" sizes=\"(max-width: 1011px) 100vw, 1011px\" \/><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-33036\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/8Field-Service-Dynamics-365.jpeg\" alt=\"Field Service Dynamics 365\" width=\"1715\" height=\"850\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/8Field-Service-Dynamics-365.jpeg 1715w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/8Field-Service-Dynamics-365-300x149.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/8Field-Service-Dynamics-365-1024x508.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/8Field-Service-Dynamics-365-768x381.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/8Field-Service-Dynamics-365-1536x761.jpeg 1536w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2022\/11\/8Field-Service-Dynamics-365-660x327.jpeg 660w\" sizes=\"(max-width: 1715px) 100vw, 1715px\" \/><\/p>\n<p>While the case above is just one scenario, using \u201c<strong>under<\/strong>\u201d and \u201c<strong>not under<\/strong>\u201d is useful in other queries such as seeing how many contacts are related to an account that is connected to the service account in Microsoft dynamic 365<\/p>\n<h2>Conclusion<\/h2>\n<p>Based on this filter we will get the Minimum data within the records as per the Requirement using \u201cunder\u201d and \u201cnot under\u201d conditions.<\/p>\n<h3 style=\"text-align: left;\"><div class=\"su-heading su-heading-style-default su-heading-align-center\" id=\"\" style=\"font-size:15px;margin-bottom:5px\"><div class=\"su-heading-inner\">Need any help with Microsoft Dynamics 365 Field Service module \/ Microsoft CRM \/ Power Platform development?<\/div><\/div><\/h3>\n<p><em>Want to manage your field services portal more effectively? Contact us at <a href=\"mailto:crm@inogic.com\" target=\"_blank\" rel=\"noopener\">crm@inogic.com<\/a> and our <a href=\"https:\/\/bit.ly\/3VvGawa\" target=\"_blank\" rel=\"noopener\">Inogic- Professional Services Division<\/a> will help you modify, optimize, and automate all our requirements within Microsoft Dynamics 365 Field Service!<\/em><\/p>\n<p><em>Happy Servicing!<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Microsoft Dynamics 365 provides various settings to be configured as per the different business requirements within Microsoft Dynamics 365, which gives a better User interface along with various configuration settings. In this blog, we will look into the Advanced Find filter criteria, which allows us a simple way to easily filter that data using Edit\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2022\/11\/advanced-edit-filter-criteria-under-and-not-under-for-field-services-within-dynamics-365-crm\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[16,18,27,38,2361],"tags":[2637],"class_list":["post-33030","post","type-post","status-publish","format-standard","hentry","category-dynamics-365","category-dynamics-365-v9-2","category-field-service-2","category-microsoft-powerapps","category-technical","tag-field-services-dynamics-365-crm"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/33030","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=33030"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/33030\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=33030"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=33030"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=33030"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}