Create, edit, or save an Advanced Find search

Can I do this task?

1. To create a new search, in the Data area, click Advanced Find.

   Tip

   Advanced Find starts with criteria based on where you are in Microsoft Dynamics CRM. If you click Advanced Find from a view, Microsoft Dynamics CRM loads the criteria for that view.

   - OR -

   To edit a saved search, in the Data area, click Advanced Find. Then, click the Saved Views tab, and double-click the saved view.

2. Specify the search criteria.
   • If Show Details is available on the toolbar, click it.

   Specify what to search for

   1. In the Look for list, select a record type.
   2. Click Select to select search criteria: field (for example, Account Name or City), the query relational operator Part of an expression (for example "is equal to" or "contains") that defines how a specified attribute should be compared with a value., and the values to locate (for example, "Seattle" or "E-mail").
      • You can select fields from the current record type, or from related records Records that are referenced in the current record. For example, an account might have many related contact records..
      • For some values, you can click the Lookup button to open the Select Values dialog box and select the value you want.
   3. At the bottom of the Select list, the Related section shows related record types Record types that are associated with another record type. For example, most record types have a related Notes record type.. To select fields from a related record type, select it, and a new Select link appears.

   Clear, delete, or group search criteria clauses

   • Clear all search criteria to start over.
     1. Click Clear to remove all criteria.
     2. In the confirmation message, click OK.
   • Delete a row of search criteria.
     1. Click the Options menu button next to a search criteria row, and then click Delete.
     2. In the confirmation message, click OK.
   • Group criteria.
     1. Click the Options menu button next to a search criteria row, and then click Select Row.

        To group search criteria, you must select two or more rows for the same record type. For example, Sales Stage and Est. Revenue are both field values in the Opportunity record type and two rows that specify search criteria for these fields can be grouped. However, rows with field values from Account and Opportunity record types cannot be grouped.

     2. On the Filter toolbar, select Group AND or Group OR.
     3. Repeat steps a and b to create additional criteria groups.
   • Select and deselect grouped criteria.
     1. Click the Options menu button next to a search criteria row that has been selected, and then click Deselect Row. You can unselect rows from a group or individually.
     2. Click the Options menu button next to the group, and then click Select Group to select a group, or click Deselect Group to unselect a group that has been previously selected.
   • Add a search criteria clause to a criteria group.
     1. Click the Options menu button next to the group, and then click Add Clause.
     2. Add search criteria to the new clause.
   • Ungroup rows of criteria that you have grouped together using Group AND or Group OR.
     1. Click the Options menu button next to the group you want to ungroup, and then click Ungroup.
     2. Repeat this step to ungroup additional search criteria groups.
   • Change a Group AND group to a Group OR group, or a Group OR group to a Group AND group.
     1. Click the Options menu button next to the group, and then click Change to OR or Change to AND.
     2. Repeat this step to change additional search criteria groups.
   • Hide or delete a row in Simple view:
     1. To hide a row, click the Options menu button next to a search criteria row, and then click Hide in Simple Mode.
     2. To make a hidden row visible, click Show in Simple Mode
3. Specify the columns to include in the search results.
   1. Click Edit Columns, and then click Add Columns.
   2. Select the record type that includes the columns you want to add.
   3. Select the check box next to the columns you want to add. If a column isn't listed, contact a system administrator.
   4. Click OK.
4. Specify the sort order.
   • Click Edit Columns, click Configure Sorting, specify the column to sort on, and specify the sort order.

     Tip: To sort a search results list by more than one column, click Find and press SHIFT while you click additional column headers.

     You can only sort on columns from the primary record type.

5. Save the search as a saved view.
   1. To save an existing view, click Save. To save a new view or to change the name of the view, click Save As.
   2. In the Query Properties dialog box, in the Name field, type a name for the search.
      • In the Description box, type a brief description, and then click OK.

      You can find saved views on the Saved Views tab of the Advanced Find form, and also in the My Views section.

6. Click Find.

Tips

Note

You cannot use Advanced Find to find records related to quick campaigns.