Learn how to identify and resolve issues with missing data in Dynamics 365 Finance and Operations caused by filters applied to grids. Discover the steps to clear filters and ensure all relevant information is displayed for effective decision-making.
Table of Contents
Question
You need to determine the root cause for the regional manager’s issue.
What is the root cause?
A. The sales order was not created.
B. The user does not have the proper permissions.
C. There is a filter on the grid.
D. The user is in the wrong environment.
Answer
C. There is a filter on the grid.
Explanation
The root cause for the regional manager’s issue is C. There is a filter on the grid.
When a filter is applied to a grid in Dynamics 365 Finance and Operations, it restricts the displayed data based on the specified criteria. If the regional manager cannot see the expected sales order, it is likely that a filter has been inadvertently applied to the grid, causing the relevant data to be hidden from view.
To resolve this issue, the regional manager should check for any active filters on the grid and remove them to display all relevant data. This can typically be done by clearing the filter fields or selecting the “Clear filters” option within the grid.
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