Create, edit, or save an Advanced Find search

Dynamics CRM 2016

Updated: November 1, 2016

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016

Find the records you want in Microsoft Dynamics 365 by using the Advanced Find command. You can also use Advanced Find to prepare data for export to Microsoft Office Excel so that you analyze, summarize, or aggregate data, or create PivotTables to view your data from different perspectives.

  1. Go to Advanced Find.

  2. Specify what to search for.

    1. In the Look for list, select a record type.

    2. Click Select to define 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 "Email").

      You can select fields from the current record type, or from related records. For example, an account might have many related contact records.

      At the bottom of the Select list, the Related section shows related record types. For example, most record types have a related Notes record type. To select fields from a related record type, select field, and a new Select link appears.

  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 columns you want to add, and then click OK.

  4. Specify the sort order.

    1. Click Edit Columns.

    2. Click Configure Sorting.

    3. Specify the column to sort on, specify the sort order, and then click OK.

    4. Click OK.

  5. Click Results.