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Microsoft Dynamics CRM (Archived)

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Posted on by 145

Hi Everyone,

We are currently rolling out CRM for the first time in my company and our data is seriously unclean, in fact it is offensive. We have have terms like ***Cash on delivery*** in the address field, but each of our account managers (about 50 round the country) has their own style for these terms, but all, usually, contain an asterisk. What i want to know, that i haven't found an answer for on the web or from our CRM company, is can i do an advanced find for an asterisk? I tried doing it like i would in excel (~*), this initially worked but two seconds later cleared the search to show no results.

What i ultimately want to do is create a dynamic list for any address field that contains an asterisk so we can keep on top of our data cleansing (which has been agreed to be done after the final data load and not before) and potentially incentivise account managers for having clean data.

Any help would be greatly appreiciated.

Thanks

Brad

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  • Verified answer
    Hosk Profile Picture
    on at

    I have just tried this

    I changed account name to ***

    I then did a search where account name contains *

    it returned all the rows

    I don't think there is a way to search for * using advanced find and the only way I can think of finding these is by exporting them to excel and removing these asterisks or changing them to another character you can find with advanced find.

  • Verified answer
    Aileen Gusni Profile Picture
    44,524 on at

    Hi Brad, Ben,

    I have tried a lot of characters including ** as well.

    including "*"

    Including [*]

    Still no works.

    Maybe you should use Export to Excel to find dirty data for the sake of data cleaning.

    You can use formula maybe, but the easiest way is using CTRL + F

    ~* is the keyword

    Thanks.

  • braddels Profile Picture
    145 on at

    Hi Aileen,

    Thanks for this, i think it will have to be done it excel. I didn't think it was possible as i couldn't find an answer anywhere else, but thought i would check.

  • braddels Profile Picture
    145 on at

    Thanks Ben

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