Exercise 2: Perform searches and work with filters

1. Select Modules from the left navigation bar

2. Go to Accounts payable > Vendors > All vendors and view the results.

3. Use the QuickFilter to filter on the Group field with a value of 40. View the results.

4. Open Name column filter. Enter a filter value of Company on the Name field using the contains operator. Select Apply.

5. View the results.

6. Open Name column filter. Select Clear.

7. Close the form using the X on the upper right under userID (example: AD).

8. Select Modules from the left navigation bar.

9. Go to Accounts receivable > Customers > All customers.

10. Apply the following filters: Enter a filter value of US on the Account field using the begins with filter operator; Enter a filter value of Wholesales on the Name field using the contains filter operator.

11. View the results.

Create search queries

Under Options action pane tab, the Advanced filter or sort button launches the inquiry dialog box

Select related and derived tables to the form that you are working on. You can add derived tables into the Range tab and choose your desired field(s) and assign criteria.

You can also set up and assign sorting, and date options, and view the joins based on selected criteria.

Aside from the Default Dashboard, from anywhere in Dynamics 365 Finance apps, you can directly access the inquiry dialog box with the shortcut key Ctrl+Shift+F3.