Advance Find in D365 CRM

 In this blog we will try to understand Advance Find in Dynamics CRM.

After you click on the funnel, a new window "Advance Find" opens up.


If we select any existing view, the filter is not editable, click on Details to edit the same.

Let as an example create a new view for Account Table with filter created by equals current user.

Click on New or select new from the "Use Saved View" dropdown.
Select the field and the filter condition

Click on Results, to view records created by current user


There are also a list of options/tools that we can perform on the results. Majorly used options are Run Report, Run flow, Export Data. We can also create new record or set regarding to record from here.

We can go back to the query by clicking on Advance Find.
Click on Save to Save the view, here we are asked for View name and description.

If we edit an already existing view, we will have to click Save As to save the view as new.
We can see our saved view by clicking on Saved Views or from the "Use Saved View" dropdown.

There are also a list of options / tools for saved views, like share, assign, etc.

The result shows columns from the table, Edit Columns can be used to add/ remove columns, change width, etc.

Edit Properties is used to change view name.

Group AND and Group OR is used if we need to add filters with AND/ OR condition.

Example- If we want record created by equals current user and Email contains Data, we can use the Group AND condition.

Click on the arrow near select, select both rows and click on Group AND.

Download Fetch XML as name suggests provides the XML query of the view, which can be used for Reports or in codes.




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