If you spend a lot of time scrolling through long lists of records in Dynamics 365 Customer Engagement, this small but powerful update will make your life easier. Multi-sort is now available in grid views.
What is Multi-sort?
Until now, Dynamics CE grids allowed sorting by only one column at a time. If you wanted to see records ordered first by "Created On" date and then by another field like "Priority", you had to keep switching the sort order manually.
With the new Multi-sort option, you can apply more than one sorting rule at once. This means you can define a primary sort column and then a secondary (or even more) sort column to get the exact order you want.
How to use Multi-sort
- Open any grid view in Dynamics CE (for example, Opportunities, Cases, or Orders).
- Click the column header you want to sort by, such as "Created On".
- From the drop-down menu, select "Multi-sort".
- Choose your preferred order: "Sort older to newer" or "Sort newer to older".
- Click another column header and apply Multi-sort again to set a secondary sort.
The order in which you apply the sorts matters. The first column you sort becomes the primary key for sorting.
Example
Here’s the Multi-sort option for the "Created On" column:
In this example, the records are first sorted by "Created On" date, and then you could add a secondary sort, such as "Priority".
Why it’s useful
- Organise data more effectively, for example sorting Cases by "Status" first, then by "Created On".
- Avoid creating multiple custom system views just for different sorting needs.
- Navigate large datasets more quickly and find what you need faster.
A few things to keep in mind
- Multi-sort is applied for the current session only. If you refresh the page or leave the view, the sort order resets unless saved in a view.
- Works on most standard and custom entities with grid views.
- Available in Power Apps model-driven apps, including Dynamics 365 CE.
Top comments (0)