Filter the underlying opportunities of a forecast
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, automatically | - | 
Jan 31, 2022 |
Apr 1, 2022 |
Business value
Sellers in an organization may have to manage a large volume of opportunities and make updates regularly. Quickly finding and updating the right opportunities is critical for keeping the organization's records current. It also increases the time sellers have for doing other activities, such as working on a new deal or closing a sale.
Feature details
As a sales manager or seller, you can access a rule-based control to further filter relevant opportunities in the underlying records grid. This filter will persist on the selected view until the user clears the filter.