How to use 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 order to retrieve entity records, related to a parent entity with a MANY-TO-ONE relationship.
2. Let's say we created a N:1 relationship between Account to Campaign: a campaign applies to many accounts. We want to search accounts, some of its fields, and its related campaigns.
3. Let's say we want to retrieve all the Accounts named "Sean":go to the Accounts workplace, and select "ADVANCED SEARCH":
   
4. Select the NEW view:
   
5. On the FIELDS combo, select the field Account Name:
   
6. Select from the combo the CONTAINS option:
   
7. Finally, our condition will be : "Account Name contains 'Sean'":
   
8. Press RESULTS to see whether the query returns what we need:
   
   The results are correct. But let's say we don't need the "Primary contact" column, so we delete it:
9. Select "Edit Columns" to remove the field:
   
10. Select the column and click on "Remove":
    
    
11. Now we want of course to add another column: we'll learn how to add a column that relates to another entity: click "Add Columns":
    
    
12. This Campaign Name field holds the dependency N:1 between Account to Campaign. Add the column:
    
    
13. Go to "Advanced Find" and press RESULTS again to see what we get:
    
    
    
    Besides the "Main Phone" field, we got the "CAmpaign Name", which is the related entity in the N:1 relationship. Clicking it will lead us to the corresponding Campaign for this Account
    
    That's all...
    Happy programming!!!!

כתב: כרמל שוורצמן