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Using Advanced Find in Microsoft Dynamics CRM 4.0

Key Points

  • The Advanced Find tool in Microsoft Dynamics CRM allows you to search data in your system. You can filter results and display columns from the primary record type you are searching as well as from related record types.

  • You can format and sort the output of your query to meet your specific needs.

  • You can save your Advanced Find views for later use.

  • With sharing, you can distribute your saved views to other users.

  • You can create complex queries by using Group AND and Group OR logic.

  • You can take action on the results of an Advanced Find query by using the bulk edit and bulk assign functionalities to update multiple records at a time.

  • Similar to other views, Advanced Find results can be exported to Excel.

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