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Tuesday, June 6

MS CRM Advanced Find – Capabilities and Limitations:

Capabilities:

  • Can be used to search any record type (Any Entities Records).
  • Can be saved and turned into personal views.
  • Results can be exported to Excel, Static Worksheet, Static Worksheet Page only, Dynamics Worksheet, and Dynamic PivotTable.
  • Bulk operations can be carried out on Advanced Find results.
  • Mass Operations: Mail Merge, Edits, Share, Assign, Follow/Unfollow, Activate/Deactivate records.
  • Advanced Find can be able to do Grouping conditions (Group AND, Group OR) for Same Entity.
  • Actions you can perform on Advanced Find results like Send Direct Email
  • Report wizard that allows us to export the Report to XML, CSV, PDF, MSHTMAL, Excel, TIFF and Word formats.
  • Add to Marketing List or create a dynamic marketing list
  • Quick Campaign, Add Connection (One Record at a time).
  • Run a workflow or start a dialog
  • It can run a Report.
  • Advanced Finds can Create Views, Excel Templates and Word Templates we can add columns which requires and sorting, Filtering can be applied on Column.
  • Users can create complex filters and queries based on any fields within or related to the record being searched.
  • Security is applied on Advanced Find Results, Based on Security role records will be displayed to users.
  • Records can be shared with Users or Teams.
  • We can download FetchXML Query and it can be used for retrieving records using Jscript and Plugins.

Limitations:

  • We can not add Related entities columns to a view in 1:N relationship. And in N:1 related entities we can not add more than one related entity columns to the view. 
  • It can able to Retrieve the records only N: 1 Related entities, It cannot retrieve the records if it has 1: N Relationship.
  • Advanced Find cannot shows the N: N Related Entities records.
  • Grouping Conditions: Can be applied within the same entity, Related entity conditions and groups cannot be grouped with Parent entity Conditions and Groups.
  • Outer Joins are not possible with Advanced Find.
  • Field Level Security: For the System entities, such as Account, Contact, Lead etc., only the custom fields can be setup to have field-level security, For Customer entities, and all fields can be setup to have field-level security.