Within each view, you can sort the records to see them in a particular order. Each view contains a default sort order, but you can change the record order in any grid. When you’re looking at a view, Microsoft Dynamics CRM includes visual indicators to show how it is sorting the records. In the column header, next to the column name, is a small triangle pointing up or down. This triangle indicates that the view records are sorted with this column’s data. An upward-pointing triangle means that the records are displayed in ascending order (low to high or A to Z); a downward-pointing triangle means that the records are displayed in descending order (high to low or Z to A). In addition to the triangle in the column heading, Microsoft Dynamics CRM shades the column a light blue color in the background to visually indicate that the view is sorting on this column.
Changing the sort order of a column is very straightforward; all you need to do is click the column heading. Clicking the column heading toggles the sort order between ascending and descending.
You can also sort records by more than one column at a time. In this exercise, you will sort a view by using multiple columns.
Important
Even though you can display columns from related records in a view, you can sort only on columns that are attributes of the primary entity in the view. For example, if you have a Contact view that contains columns from the related account records, you can sort the Contact view only by clicking the columns that contain contact data; clicking the related account columns will not sort the records. You will not receive an error message when you click on the related columns; instead, Microsoft Dynamics CRM will not react at all.
Note
BE SURE TO use the Internet Explorer Web browser to navigate to your Microsoft Dynamics CRM Web site, if necessary, before beginning this exercise.
OPEN a Web page that contains multiple records in a view.
Click the heading of the column by which you want to sort the records.
Microsoft Dynamics CRM adds the sort arrow with an ascending order and sorts the records in the view.
Hold down the
key and click the second column heading by which you want to sort the records.Microsoft Dynamics CRM adds the sort arrow to this column with an ascending sort order, while preserving the first sort column.
While keeping the
key down, click the second column heading again.Microsoft Dynamics CRM switches the sort order to display the records in descending order.
