Advanced Find

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Posted on by Spaz

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Hello,

I’m using Dynamics 365 and trying to build a query in advanced find but not having much luck when the results are returned, the query criteria is to show:

Meetings where the start time is in the next 30 days (this part of the query is a MUST HAVE)

Where the Owner Equals the current user (this is NOT a must have if the below criteria fits)

‘OR’

Where the Current user appears in the Attendees field within the meeting (this is NOT a must have if the above criteria fits)

It’s the last part of the criteria as well as the correct way to group the query that is causing me the issue, for the last part of the query I have entered:

Activity Parties (Activity) Contains Data

Participation Type Equals Required Attendee

Party Equals Current User

I’m not sure that the last part is the correct criteria to enter to pull records where the user is listed within the attendee list, but either way the results need to return meetings in the next 30 days where either the owner is the current user or the current user is listed within the meeting attendee field, any help/direction you can give would be very appreciated.

Thank you

Spaz

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RajatSharmaRaj on at

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- You can use "Next X months" or "Next X Days" options for filtering for next 30 days or so

- Then for Owner and Attendee(other lookup field for user entity) you can add two columns as shown in screenshot and then group them with OR operator.

Thanks,

Raj

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Spaz 285 on at

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Hi Raj,

Thanks for your response, I understand how to enter the date and the owner part of the query but what I’m unsure about is the meeting attendee part, in your example you use the opportunity entity, however I am using the ‘Meeting’ entity for my query if you could illustrate using the Meeting entity instead that would be useful.

Thank you

Spaz

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RaviKashyap 55,410 Moderator on at

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Hi Spaz,

Try this:

Hope this helps

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Spaz 285 on at

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Thank you Ravi, that was exactly what I was after.

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