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On the Standard toolbar, click Advanced Find.
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.
Specify the search criteria.
If Show Details is visible in the criteria toolbar, click it.
In the Look for list, select the type of record you want to search for, such as Accounts, Leads, or Users.
Click Select to select criteria for the search, including the field to search on (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 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..
For some values, you can click the Lookup button to open the Select Values dialog box and select the value you want.
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.. When you select a related record type, a new Select link appears to select fields from this related record type.
Click the Options menu button next to a search criteria row, and then click Delete.
In the confirmation message, click OK.
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.
On the Filter toolbar, select Group AND or Group OR.
Repeat steps a and b to create additional criteria groups.
Select and deselect grouped criteria.
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.
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.
Click the Options menu button next to the group, and then click Add Clause.
Add search criteria to the new clause.
Ungroup rows of criteria that you have grouped together using Group AND or Group OR.
Click the Options menu button next to the group you want to ungroup, and then click Ungroup.
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.
Click the Options menu button next to the group, and then click Change to OR or Change to AND.
Repeat this step to change additional search criteria groups.
Hide or delete a row in Simple view:
To hide a row, click the Options menu button next to a search criteria row, and then click Hide in Simple Mode.
To make a hidden row visible, click Show in Simple Mode
Click Edit Columns, click Configure Sorting, and specify the column to sort on, and the sort order.
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.
If you're saving an existing saved view, click Save. If you are saving a new view or want to change the name of the view because you changed the criteria, click Save As.
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.
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.
When you specify search criteria to find activity records, you can either search through all types of activities or select one type of activity to search, such as Task or Appointment.
The columns that are displayed by default are controlled by the Advanced Find View for the record type. More information: Work with Entities.
If you need to search based on the names of people who participated in an activity, in the Advanced Find criteria, you must search fields in the related activity party Person who is involved in an activity, such as the recipient or sender of a fax, e-mail, or letter.. You can search based on the person's name (Party field), or by their role in the activity, such as sender or recipient (Participation Type field).
For example, to find e-mail messages sent to a specific contact:
In the Activities list, in the Type box, select E-mail.
Click Advanced Find, and then click Show Details.
Click Select, and then in the Related section, select Activity Parties (Activity).
Under Activity Parties (Activity), click Select.
In the Fields section, click Participation Type, click Enter Value, and then click the Select Values button .
In the Available Values list, select To Recipient, click the Add Selected Records button , and then click OK.
Under Activity Parties (Activity), click Select.
In the Fields section, click Party.
Click the Equals Current User operator, and change it to Equals.
Click Enter Value, and then click the Lookup button .
In the Look for box, select Contact, enter some letters to search for, and then click Start search.
Select the contact, click the Add Selected Records button , and then click OK.
In the Advanced Find page, click Find.
You cannot use Advanced Find to find records related to quick campaigns.