General Interest

Quick tip: Sort records by multiple columns

When you're in a hurry to find a Microsoft Dynamics CRM record you need, or want to see groups of records, sorting a list of records is frequently the quickest method. You can easily sort by one or more columns.

Sort a list of records

  1. Navigate to any list. For example, in the Navigation Pane, click Sales.

    Tip

    In the list of records that appear, if an arrow is next to a column heading, then the list is sorted by that column. If more than one arrow appears, it is sorted by multiple columns. The arrow next to the column name indicates the direction of the sort: Ascending sort icon for ascending, and Descending sort icon for descending.

  2. To change the sort order of the list of records, click a column heading.
  3. To sort by an additional column, press CTRL+SHIFT while you click the additional column heading. Each column will show the arrow that indicates the sort direction. The columns are sorted based on the order you click the column headers.

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