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Microsoft Dynamics CRM 2011 : Using Advanced Find (part 4) - Using Advanced Filter Criteria

4/30/2013 4:44:43 PM

4. Using Advanced Filter Criteria

By default, Microsoft Dynamics CRM applies AND logic to queries that include two or more search criteria. This means that results are limited to those records that meet all search criteria in the query. However, you also might be required to produce a report with records that match only one of several criteria. In this instance, you could use OR logic in Advanced Find to search multiple fields to find records that have matching data in only one of the fields.

In this exercise, you will use the Group AND and Group OR functionality of the Advanced Find tool. As you saw earlier, the original criteria we applied to the Hot Opportunities In Redmond Market saved view included all opportunities that met the following criteria:

  • The opportunity probability is greater than 50.

  • The accounts are in the city of Redmond.

Now you will expand the criteria to include opportunities in Chicago in addition to those in Redmond.

Note

SET UP Use your own Microsoft Dynamics CRM installation in place of the site shown in this exercise. Use the Internet Explorer web browser to navigate to your Microsoft Dynamics CRM website, if necessary, before beginning this exercise.

  1. Launch Advanced Find if it is not open already.

  2. In the Advanced Find query window, in the Look for field, select Opportunities, and then select Hot Opportunities in Redmond Market in the Use Saved View list.

    The criteria for the saved query display.

  3. On the Advanced Find tab of the ribbon, in the Query group, click the Details button.

    Tip

    By default, the Advanced Find mode is set to Simple, which means that the details of the query are not shown until you click the Details button. You can change this setting on the General tab in the Set Personal Options area, which is accessible from the Options menu on the File tab of the ribbon.

  4. In the Potential Customer (Account) section, click the Select field underneath the row that specifies the city as Redmond.

  5. In the Select field, choose Address 1: City.

  6. In the Enter Value field, enter Chicago.

    Because Microsoft Dynamics CRM uses AND logic by default, if you click Find at this point, your search will not return any results, because no single account record can have a primary address in both Redmond and in Chicago.

  7. Click the arrow to the left of the first Address 1: City field, and then click Select Row.

    image with no caption
  8. Click the arrow to the left of the second Address 1: City field, and then click Select Row.

  9. On the Advanced Find tab of the ribbon, in the Query group, click the Group OR button.

    image with no caption

    This selection updates the logic so that records that have a primary address in the city of Redmond or Chicago will be returned in the results.

  10. Click the Results button in the Show group to see the results matching your new query.

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