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Limitations of Advanced Find

Microsoft Dynamics CRM Forum

Nikita_Singh asked a question on 7 May 2018 4:00 AM

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What are limitations of using Advanced Find in CRM? And what are the ways to overcome that?
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Shahbaaz Ansari responded on 7 May 2018 4:27 AM
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below is the link shows limitation of advance find,

community.dynamics.com/.../three-limitations-of-using-advanced-find

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Hello Nikita,

Here is some of limitation , hope this helps you.

1. The big limitation when you are selecting field from related entity its now allowed to select from advanced find   , however you can download the fetch XML and add your related entity column from link entity in the retrieve entity list.

2. Secondly the Outer join , left outer join is not possible through advanced find  but you can create , have a look below  article -

3. Comparison of two field is not possible if you want to retrieve phone number where condition Account.phonenumber <> Contact.phonenumber , however I dont have any answer how to do that .

4. More than 5000 record is not possible using Advanced find , however you can implement paging cookie . Have a look below article.

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Aamer Q responded on 7 May 2018 5:12 AM
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Hi

The "Not In" queries in Advanced Find are available with D365/CRM 9.0

docs.microsoft.com/.../new-in-version-9

docs.microsoft.com/.../save-advanced-find-search

-Aamer

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In addition to what others mentioned above, here are the limiations i face on daily basis, im going to list only 5 of them.

01. Not every entity is available for Advance find - Espeically when it comes to system administration or developer needs - just to mention a few audit log, subjects and many other

02. It does not support all the features for all the entities. For example you cant Bulk Edit contract lines and you cant activate an Activity

03. Activities have just one set of global permission, many clients i worked with wanted to hide notes and other activities from advance find,  Advance Find launch button on nav bar itself cannot be Security controlled

04. You cannot edit the Fetch Query XML - you have to stick to the query builder limitaions

05. Results Grid Limitations  - Column with cannot be more than 300px unless you manually increase the width

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Shahbaaz Ansari responded on 7 May 2018 4:27 AM
My Badges
Suggested Answer

below is the link shows limitation of advance find,

community.dynamics.com/.../three-limitations-of-using-advanced-find

Reply
Suggested Answer

Hello Nikita,

Here is some of limitation , hope this helps you.

1. The big limitation when you are selecting field from related entity its now allowed to select from advanced find   , however you can download the fetch XML and add your related entity column from link entity in the retrieve entity list.

2. Secondly the Outer join , left outer join is not possible through advanced find  but you can create , have a look below  article -

3. Comparison of two field is not possible if you want to retrieve phone number where condition Account.phonenumber <> Contact.phonenumber , however I dont have any answer how to do that .

4. More than 5000 record is not possible using Advanced find , however you can implement paging cookie . Have a look below article.

Reply
Suggested Answer

In addition to what others mentioned above, here are the limiations i face on daily basis, im going to list only 5 of them.

01. Not every entity is available for Advance find - Espeically when it comes to system administration or developer needs - just to mention a few audit log, subjects and many other

02. It does not support all the features for all the entities. For example you cant Bulk Edit contract lines and you cant activate an Activity

03. Activities have just one set of global permission, many clients i worked with wanted to hide notes and other activities from advance find,  Advance Find launch button on nav bar itself cannot be Security controlled

04. You cannot edit the Fetch Query XML - you have to stick to the query builder limitaions

05. Results Grid Limitations  - Column with cannot be more than 300px unless you manually increase the width

Reply

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