Quickly filter data within workspaces through data slicers
Important
This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Sales. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.
Enabled for | Public preview | Early access | General availability |
---|---|---|---|
Users by admins, makers, or analysts | Jul 15, 2021 | - | - |
Business value
Locating the right opportunities is hard. Currently, users need to create new views every time they want to find a specific set of opportunities. The data filtering capabilities in the deal manager workspace will allow users to easily locate opportunities by either searching or quickly setting a column filter.
Feature details
To effectively filter the workspace, users will be able to:
- Use a quick filter side pane for easy-to-use filtering.
- Click on a category in the funnel chart to focus on specific opportunities.
- Search as they type from the grid.
See also
Apply filters (docs)