Tips on using Advanced Find in Microsoft Dynamics 365

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A lot of small and midsize businesses (SMBs) have implemented Microsoft Dynamics 365. The tool is scalable, flexible, automates more than half of the daily tasks, makes the sales pipeline visible, the customer journey shorter, and whatnot. And as I have spent quite a few years in the Dynamics 365 consulting field, I have noticed that one of the most commonly used features in Dynamics CRM is Advanced Find. A developer, administrator, or end-user uses it for various purposes.

Tip # 1

For an entity, if there is a frequently used query, we can set that query up as the default query. This will help the users save some time by having the query configured beforehand so that they would not have to build it manually. Before configuring a default query, when you open the Advanced Find it will look like this:

Advanced Find in Microsoft Dynamics 365 - AhaApps

Now let’s say there is a frequently used query for the accounts entity, which we need to set as default. The query is My Accounts which has incomplete information (the field for an email address or phone number is left blank).

To configure this, go to Settings/Customizations/Customize the System. Open the views in the Account Entity. Double click on the view with the “Advanced Find View” type.

Advanced Find in Dynamics 365 - AhaApps

Configure the filter criteria as per your requirement. In this case, the filter criteria is:

Advanced Find in Dynamics CRM - AhaApps

Once the filter criteria is configured, click on Ok. Then Save and Close and after that, Publish All Customizations.

Advanced Find in Microsoft Dynamics CRM - AhaApps

Now if you open advanced find and look for Accounts, it will look like the following:

Microsoft Dynamics CRM Advanced find - AhaApps

Tip # 2:

If you are trying to find the results of a saved query, by default you will not be able to edit the query. That is, if you want to add some extra filter criteria/remove filter criteria you will not be able to do it.

Microsoft Dynamics 365 Advanced find - AhaApps

If you want to edit the query, you can just click on the details. That will help you edit the query. After clicking it will look like this:

Dynamics 365 Advanced find - AhaApps

From the image, you can see that it is editable.

If you want your saved Advanced Find View or any other saved view to show up as editable by default (so that you don’t need to click on the Details option to make it editable) then you can change it in your Personal Settings, as shown below:

Dynamics CRM Advanced find - AhaApps

Set the “Default mode in Advanced Find” as “Detailed”. Click Ok.

Microsoft Dynamics CRM - AhaApps

If you set it to the “Simple” mode, it will be non-editable.

Dynamics 365 isn't just an application anymore. It has for a lot of companies, be it large corporates or SMBs has become a part of their business strategy. If you would like to know more about how we are helping businesses transform, do connect with us.

Talking about ‘finds’, the Quick search functionality in Dynamics 365 usually shows all Active fields instead of the one you select. This can be a little annoying. Our blog provides a solution to this issue.

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