Comments on: Microsoft Dynamics CRM 4.0: Advanced Find Search Functionality http://www.dynamicscare.com/blog/index.php/microsoft-dynamics-crm-4-0-advanced-find-search-functionality Just another WordPress weblog Mon, 30 Jan 2012 08:55:29 +0000 hourly 1 http://wordpress.org/?v=3.2.1 By: Kristen O'Connor http://www.dynamicscare.com/blog/index.php/microsoft-dynamics-crm-4-0-advanced-find-search-functionality/comment-page-1#comment-3919 Kristen O'Connor Tue, 27 Dec 2011 15:18:29 +0000 http://www.dynamicscare.com/blog/?p=1242#comment-3919 This would not be possible within Advanced Find. You could <em>potentially </em>accomplish this if you use the new Download Fetch XML functionality within the 2011 version of CRM, however I am not positive that would be custom enough. You would either need to create an SSRS report utilizing a SQL query, or you would need to incorporate some custom behavior to update a new calendar field on the Account form that would display the "Most Recent Activity" date once any associated Activities are marked as Completed - if Activity records are ONLY associated with Accounts, this could be possible through workflow, but you would most likley need to have a custom plug-in built in order to accomplish this due to the varied associations between customer records and Activity records. Hope this helps, Amanda. This would not be possible within Advanced Find. You could potentially accomplish this if you use the new Download Fetch XML functionality within the 2011 version of CRM, however I am not positive that would be custom enough. You would either need to create an SSRS report utilizing a SQL query, or you would need to incorporate some custom behavior to update a new calendar field on the Account form that would display the “Most Recent Activity” date once any associated Activities are marked as Completed – if Activity records are ONLY associated with Accounts, this could be possible through workflow, but you would most likley need to have a custom plug-in built in order to accomplish this due to the varied associations between customer records and Activity records. Hope this helps, Amanda.

]]> By: Kristen O'Connor http://www.dynamicscare.com/blog/index.php/microsoft-dynamics-crm-4-0-advanced-find-search-functionality/comment-page-1#comment-3128 Kristen O'Connor Mon, 24 Oct 2011 13:23:37 +0000 http://www.dynamicscare.com/blog/?p=1242#comment-3128 It depends on the sharing capability that the previous employee gave you. Go to the Saved Views section of your Advanced Find window and try to assign the view to yourself. If you can't assign the view to yourself, then you were not given those privileges. You could try sharing the view with yourself and see if that works, giving yourself higher privileges in the process. But if the previous employee only gave you read privileges (the default), then you will need to find a way to log into the CRM application as that previous employee and remove the view. If they're still in Active Directory, you can just reenable their user record in CRM and use their username/password. It depends on the sharing capability that the previous employee gave you. Go to the Saved Views section of your Advanced Find window and try to assign the view to yourself. If you can’t assign the view to yourself, then you were not given those privileges. You could try sharing the view with yourself and see if that works, giving yourself higher privileges in the process. But if the previous employee only gave you read privileges (the default), then you will need to find a way to log into the CRM application as that previous employee and remove the view. If they’re still in Active Directory, you can just reenable their user record in CRM and use their username/password.

]]> By: Kathi Evans http://www.dynamicscare.com/blog/index.php/microsoft-dynamics-crm-4-0-advanced-find-search-functionality/comment-page-1#comment-3112 Kathi Evans Fri, 21 Oct 2011 14:15:09 +0000 http://www.dynamicscare.com/blog/?p=1242#comment-3112 I have a Saved View which was created by someone who no longer works here. I need to change the way it's shared, but my System Administrator role won't allow this - in the Role Maintenance screen, the option for Saved Views can't be changed. Is there a way to change the Owner of the view? I have a Saved View which was created by someone who no longer works here. I need to change the way it’s shared, but my System Administrator role won’t allow this – in the Role Maintenance screen, the option for Saved Views can’t be changed. Is there a way to change the Owner of the view?

]]> By: Amanda Taggart http://www.dynamicscare.com/blog/index.php/microsoft-dynamics-crm-4-0-advanced-find-search-functionality/comment-page-1#comment-3026 Amanda Taggart Mon, 03 Oct 2011 19:38:21 +0000 http://www.dynamicscare.com/blog/?p=1242#comment-3026 Does anyone know how to create an Advance find to show me active customers that have had no activity (emails, phone calls, etc) in the past X days (ex: 30) this would be very helpful in seeing customers or prospects who haven’t herd from us in a while. Does anyone know how to create an Advance find to show me active customers that have had no activity (emails, phone calls, etc) in the past X days (ex: 30)

this would be very helpful in seeing customers or prospects who haven’t herd from us in a while.

]]> By: Kristen O'Connor http://www.dynamicscare.com/blog/index.php/microsoft-dynamics-crm-4-0-advanced-find-search-functionality/comment-page-1#comment-2812 Kristen O'Connor Mon, 22 Aug 2011 14:48:02 +0000 http://www.dynamicscare.com/blog/?p=1242#comment-2812 You would need to use the Data Import Wizard in order to import records into the CRM system. Based upon which version of CRM you currently have, the process is different. If you have the 4.0 On-Premise version of Dynamics CRM, feel free to review this blog post: <a href="http://www.dynamicscare.com/blog/index.php/using-the-native-crm-40-import-with-automatic-data-mapping/" rel="nofollow"> You would need to use the Data Import Wizard in order to import records into the CRM system. Based upon which version of CRM you currently have, the process is different. If you have the 4.0 On-Premise version of Dynamics CRM, feel free to review this blog post:

]]> By: Francis Chin Yee http://www.dynamicscare.com/blog/index.php/microsoft-dynamics-crm-4-0-advanced-find-search-functionality/comment-page-1#comment-2800 Francis Chin Yee Thu, 18 Aug 2011 17:17:05 +0000 http://www.dynamicscare.com/blog/?p=1242#comment-2800 How do i import an excel file with a list of my companies into advance find, instead of entering them one by one. How do i import an excel file with a list of my companies into advance find, instead of entering them one by one.

]]> By: Kristen O'Connor http://www.dynamicscare.com/blog/index.php/microsoft-dynamics-crm-4-0-advanced-find-search-functionality/comment-page-1#comment-2730 Kristen O'Connor Wed, 20 Jul 2011 13:43:55 +0000 http://www.dynamicscare.com/blog/?p=1242#comment-2730 It depends on whether or not you ever need them to create records of that particular type. If you don't need them to, you would just need to restrict the User's ability to create new records of that particular type. This can be done inside of their respective Security Role - toggle "Create" down to "None" for the entity. Keep in mind, this would restrict their ability to create new records of that sort entirely - including from scratch on the basic listview or on the New Record dropdown. Most likely the best option is to make sure that the fields that maintain the Parent:Child relationship are required, so even if they DO create a record from scratch, they have to provide a relationship in order to prevent any orphaned records. Establish that as your business practice, and train you users on how to properly create these records, such as from the parent record initially instead of from Advanced Find. It depends on whether or not you ever need them to create records of that particular type. If you don’t need them to, you would just need to restrict the User’s ability to create new records of that particular type. This can be done inside of their respective Security Role – toggle “Create” down to “None” for the entity. Keep in mind, this would restrict their ability to create new records of that sort entirely – including from scratch on the basic listview or on the New Record dropdown.

Most likely the best option is to make sure that the fields that maintain the Parent:Child relationship are required, so even if they DO create a record from scratch, they have to provide a relationship in order to prevent any orphaned records. Establish that as your business practice, and train you users on how to properly create these records, such as from the parent record initially instead of from Advanced Find.

]]> By: Kate http://www.dynamicscare.com/blog/index.php/microsoft-dynamics-crm-4-0-advanced-find-search-functionality/comment-page-1#comment-2727 Kate Tue, 19 Jul 2011 23:23:53 +0000 http://www.dynamicscare.com/blog/?p=1242#comment-2727 Hi, is it possible to remove the Add New (record) from the retrieved records Advanced Find view? To remove possible risk of users creating orphan records within the application. Thanks Kate Hi, is it possible to remove the Add New (record) from the retrieved records Advanced Find view? To remove possible risk of users creating orphan records within the application.

Thanks
Kate

]]> By: AlexP http://www.dynamicscare.com/blog/index.php/microsoft-dynamics-crm-4-0-advanced-find-search-functionality/comment-page-1#comment-2394 AlexP Fri, 15 Apr 2011 08:19:49 +0000 http://www.dynamicscare.com/blog/?p=1242#comment-2394 Great post. I just want to say that 3rd party solution which provides ability to search all dynamics CRM entities in one click is already done. You can play with crm search functionality (absolutely free) here: http://www.akvelon.com/products/Dynamics%20CRM%20Global%20Search/Demo/default.aspx Global Search provides ability to search all type of entities and attributes in Dynamics CRM (including searching in custom entities and searching in attached documents content). Also each user can configure his\her own search settings and column in search result window. I recommend to try it. Great post. I just want to say that 3rd party solution which provides ability to search all dynamics CRM entities in one click is already done. You can play with crm search functionality (absolutely free) here: http://www.akvelon.com/products/Dynamics%20CRM%20Global%20Search/Demo/default.aspx

Global Search provides ability to search all type of entities and attributes in Dynamics CRM (including searching in custom entities and searching in attached documents content). Also each user can configure his\her own search settings and column in search result window. I recommend to try it.

]]> By: Horhe http://www.dynamicscare.com/blog/index.php/microsoft-dynamics-crm-4-0-advanced-find-search-functionality/comment-page-1#comment-2375 Horhe Wed, 13 Apr 2011 11:45:12 +0000 http://www.dynamicscare.com/blog/?p=1242#comment-2375 to Torry Davison: there is a wonderful tool for Dynamics CRM - Global Search that allows customize the settings to all users. It depends mostly from user's needs. Global Search allows for some users customize settings by themselves or have the same settings customized by Global Search Administrator. For more information follow to http://www.akvelon.com/products/Dynamics%20CRM%20Global%20Search/Demo/default.aspx to Torry Davison:
there is a wonderful tool for Dynamics CRM – Global Search that allows customize the settings to all users. It depends mostly from user’s needs. Global Search allows for some users customize settings by themselves or have the same settings customized by Global Search Administrator.

For more information follow to http://www.akvelon.com/products/Dynamics%20CRM%20Global%20Search/Demo/default.aspx

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