Hints and Tips about Microsoft Dynamics CRM and related products. 
 
This is information is provided for general guidance only. Some features and functions may not be available to you depending on your user security role, system configuration or licence type. 
 
Always ensure you have a backup available when making changes to the system and if in any doubt ask your internal support or CRM Dynamics for assistance. 
 
These FAQ's generally are quick overviews - if you would like more detail or need some support/guidance please give us a call on 01908 929555. You will also find that most of these examples are taken from our training courses. 
 

Posts tagged “Views, Filters, Advanced Find”

One of the new features in Dynamics 365 v9 is the Not In query within Advanced Find. 
 
For example, users can query for all Cases that do not have a related Task, or Open Opportunities without any related Activities. 
 
To do this, users launch advanced find from the icon on the navigation bar. In the query, they choose what type of record to look for, and then select a related record type to see the Does not contain data operator. 
If you have specific fields that you need to be able to search on, for example you may have a unique reference number that you want to be able to search by, the Quick Find View can be customised to meet your needs. 
Connection Roles allow you to link virtually any record type to another. They have been around for many releases and have not really changed much during that time. 
 
However, they are not often used as they are not as intuitive as other areas of the system. 
Searches and Filters applied to Views work on a "begins with" basis. To change a search to a "contains" search you can use the * as a wild character. 
 
Using the * in Filters works in the same way - but has particular importance if you need to filter by postcode. 
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