This task requires permissions that are found in all default security roles Defined sets of privileges.The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system.. More information about specific permissions and performing this task while offline: Common Task Permissions
Tip: Advanced Find starts with criteria based on where you are in Microsoft Dynamics CRM Online. If you click Advanced Find from a view, the criteria for that view will be preloaded for you.
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To edit a saved search, on the Standard toolbar, click Advanced Find, click the Saved Views tab, and then double-click the saved view.
You can select fields from the currrent record type, or from related records Records that are referenced in the current record. For example, an account might have many related contact records..
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.
Tip: Each view is sorted by only one column. However, after you click Find, you can sort by additional columns. To sort a search results list by an additional column, press SHIFT while you click the additional column header.
You can only sort on columns from the primary record record type.
The search is saved as a view and appears on the Saved Views tab of the Advanced Find form. This new view is also available from the list page for the record type in the View box, in the My Views section.
For example, to find e-mail messages sent to a specific contact:
You cannot use Advanced Find to find records related to quick campaigns.