Bhoopathi
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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.