Suggested by Kamil Szmagliński – New
Currently, the Advanced filter/sort tool in Dynamics 365 Finance & Supply Chain Management only supports combining different field ranges with AND logic. While || can be used inside a single field, there is no way to build queries such as:
- WorkOrderType = Crossdock AND Status = Open
- OR
- WorkOrderType = Sales order AND Status = In process
This limitation forces users to rely on developer-created queries (with Union joins), exports to Excel, or Power BI reports, just to achieve what should be a basic filtering capability in the UI.
Suggested improvement
- Add an option to group filter criteria with OR in the Advanced filter/sort dialog.
- Allow users to create multiple condition groups and define whether they are combined with AND or OR.
- This would bring the filtering closer to standard query builders and greatly improve usability for business users without technical skills.
Business impact
- Reduces dependency on IT/development resources for simple data queries.
- Improves efficiency for warehouse managers, planners, and other users who frequently need to run complex queries.
- Aligns the filtering experience with common expectations from reporting tools.