How to create a Custom View using the Advanced Search in Dynamics CRM

by Carmel Schvartzman

1. In this walkthrough we will learn Step-By-Step How to use the Advanced Search in Dynamics CRM 2011, and save the search as a Custom View. The Advanced Search allows to perform custom searchs of entity records,  export the results to Excel and even save the search as a View for further use.  For instance, we could use  the Advanced Search to find all the Accounts with a Name containing "Sean":
   
   
2. So go to Accounts and find the Advanced Search ribbon button:
   
3. The Advanced Search dialog will open. Press the New button OR select "New" from the Views list:
   
4. Because we want  to find all the Accounts with a Name containing "Sean", we need to select the "Account Name" field:
   
5. Next add the operator "Contains":  (notice you can also select Equals, Begins , Contains Data, and more):
   
   
6. Next, click over "Enter Text" and type the searched term "Sean":
   
   
7. Click on "Results" to find out whether we got the expected results:
   
   
8. We got them, but there is a column we don't need ("Primary Contact"), so let's remove it. Click on "Edit Columns":
   
   
9. On the Edit Columns dialog, select the column to remove, and click "Remove":
   
   
10. Now, if we need to retrieve data from another column, click on Add Columns:
    
    
11. Select the column you need to add:
    
    
12. Click "Results" again to see the required data:
    
    
13. Now, we want to see how to save the Advanced Search as a View, for future use, so go to Save As:
    
    
14. Give the View a relevant name and its Description:
    
    
15. In the future, you can see the saved View opening the "Saved Views":
    
    
16. There we'll see our Advanced Search saved as a View:
    
    
    
    
    
    
    That's all...Enjoy Dynamics CRM
    
    
    
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