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  • Add support for OR conditions in Advanced filter/sort

    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.