Filter Groups
The Microsoft Dynamics CRM connector is deprecated. We recommend the Power Platform connector for Microsoft Dynamics 365 Sales Microsoft Dynamics 365 Marketing, Microsoft Dynamics 365 Customer Service, and any other solution in the Microsoft Dynamics 365 solution suite.
Filter groups are an essential part of the Dime.Scheduler framework.
The end-to-end process of creating a filter group consists of the following steps:
- Create the filter group
- Specify the source from within CRM
- Generate the available values (filter values)
- Send the filter values and/or groups to Dime.Scheduler
The setup as described below is also applicable for categories and time markers.
Step 1: create a filter group
Go to Dime.Studio -> DS Filter Groups
| Field, tab or group | Description |
|---|---|
| Type | Select FilterGroup, Category or TimeMarker |
| Group | Enter the name of the filter group. This is also the name that is displayed in Dime.Scheduler. |
| Order | Enter the sort order number (1, 2, 3,...) for the filter group. This determines the order in which the filter groups are displayed in Dime.Scheduler. The order should not be zero and should be unique. This is only applicable when the selected Type is FilterGroup. |
Step 2: specify the source for the filter values
From the 'Filter Value Sources' grid, add a new record.
| Field, tab or group | Description |
|---|---|
| Name | Enter a description for this source. |
| Fetch XML | Enter the fetch xml that returns the required entities. For more information see here. |
| Field Name | Enter the logical name of the field that contains the filter values. This field supports a basic concatenation function using the + sign. Example: accountnumber + ": " + name will result in the two fields being concatenated with a ": " in between. |
Step 3: generate the available values
From the ribbon, click 'Create Values'. You can also enter filter values manually from the 'Filter Values' grid.
Step 4: send the Filter Values to Dime.Scheduler
Filter values are automatically sent to Dime.Scheduler. You can however, mark certain filter values to be excluded from Dime.Scheduler. This is an alternative to filtering on the field in the Fetch XML query. To exclude a filter value from Dime.Scheduler, enable the Do Not Synch field on the 'Filter Value Form'.