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Please see the Advanced Find (Basic) article for an intro to basic techniques.
To extend even further see the Advanced Find (Expert) article.
Advanced Find in Microsoft Dynamics CRM is a powerful and flexible search tool.
Building a query of stackable criteria allows you to filter in/out records, returning just the data you need.
The results can be viewed on-screen, exported to excel, or even used to perform bulk edits and other automated workflows on a small or large number of records.
Info
No special permissions are necessary to use Advanced Find.
Results will be restricted however to data you have permission to read.
Stacking Criteria
Obviously most of the time you will need to build your query with more than one criteria.
This can be done easily by simply stacking more than one criteria for your search.
AND Statements
eg. CONTACTS where Address 1: City = Melbourne AND Age > 50
Tip
Stacking criteria on top of each-other by default assumes an AND statement is being used.
OR Statements
eg. CONTACTS where Address 1: City = Melbourne OR Sydney
To set an OR Statement you will need to follow the below steps...
- Click the down arrow and choosing Select Row
- Do this for all rows that need to be included in your OR Statement
Tip
You can De-select rows in the same way if required.
- Once all rows you need are highlighted, select the Group OR button
Your selected rows will now be grouped by the OR statement
Combining AND / OR
Using both methods above you can mix & match to create much more complex queries.
eg. CONTACTS where Address 1: City = Melbourne OR Sydney, AND Age > 50
Complex Nested Examples
Even more complex queries sometimes are required, using grouped and nested AND / OR Statements.
eg. CONTACTS where Address 1: City = Melbourne OR Sydney, AND Age = 51-60
We can even go further by Selecting the Grouped OR / AND Statements via the arrows and Grouping them again...
eg. CONTACTS where Address 1: City = Melbourne OR Sydney, OR Age = 51-60
