CRM Dynamics Advance Find and Create Views

CRM Dynamics Advance Find and Create Views

In this post i am going to explain how to create advance find and save these complex advance find queries into views, so that you can reuse them in future.

Advance find can be used to search for records with certain criteria you choose.

With Microsoft Dynamic you look your data in different ways by using views. System views provide a predefined view of each record type. For example this view shows active contacts.

Please note i am explaining advance find using CRM Dynamics 4 according to my customise environment, it might be little bit different as compare to your system but the concept is same.

CRM Dynamics Advance Find and Create Views
CRM Advance Find

Other system views include

  1. Business Engagement Contacts
  2.  Contacts: No Campaign Activities in Last 3 Months
  3. Contacts: No Orders in Last 6 months
  4. Contacts: Responded to Campaigns in Last 6 Months
  5. inactive contacts
  6.  my contacts
  7. Students

If System views don’t show what you want. You can create personal views. With the personal view you select the criteria for displaying the data. In addition you can add, move or delete any column.

You start by clicking advance find

CRM Dynamics Advance Find and Create Views
Create Advance Find

 

Let’s create a personal view that contains only those students whose contact type is Alumni and City is Chester.Click on Advance find button and fill in

  • Look for:  Contacts
  • Use Saved View: Students

To personalised the view click on show details button.

  • Contact Type: Equals Alumni
  • Address1 :City Equals Chester

CRM Dynamics Advance Find and Create Views

Output result would be like this

CRM Dynamics Advance Find and Create Views
Advance Find Results

To customise the columns click on Back to Query button then advance find form will open again. Then click on edit columns button.

CRM Dynamics Advance Find and Create Views
CRM Query Customise

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Edit Column Form:

CRM Dynamics Advance Find and Create Views
CRM Edit Columns

 

 

 

 

 

 

 

 

 

 

 

 

 

 

To make it easier to view the data you can re-arrange the columns. First select the column then use the green arrow keys to re-arrange the column position. When you are done click view to save changes.

By using Edit column form user can perform following tasks.

  • Configure sorting of columns
CRM Dynamics Advance Find and Create Views
CRM Configure Sort

Add columns

Select the column you want to add and then click ok

CRM Dynamics Advance Find and Create Views
CRM Add Columns
  • Change Properties
CRM Dynamics Advance Find and Create Views
CRM Change Column Properties

Remove Column

To remove a column select it then click on remove button.

CRM Dynamics Advance Find and Create Views
CRM Remove Columns

 

How to Save View:

Click back to query button then following form will appear.

Click on save as button then type a name for you view and press ok button.

CRM Dynamics Advance Find and Create Views
Save CRM Query

 

Close the Advance find dialogue box. If you want to use the personal view click the view drop down list.

CRM Dynamics Advance Find and Create Views

 

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