Create, edit, or save an Advanced Find search

Applies to Dynamics 365 for Customer Engagement apps version 9.x

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

With the Dynamics 365 for Customer Engagement apps version 9.0, you can use the advanced find option to build a “Not In” query records using Does not contain data option.

  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.

      If you’re on July 2017 update for Dynamics 365 (online) or later, can use advanced find to build a “Does not contain data” query. For example, you can query for all cases that do not contain a task. To do this launch advanced find and in the query, choose look for Cases and Tasks (Regarding) and chooses Does not contain data.

      Advanced find does not contain query

  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.

See also

Search and Find in Dynamics 365 Search for records Use Relevance Search for faster, comprehensive search results