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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Group OR in advanced find
Microsoft Dynamics CRM (Archived)

Group OR in advanced find

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Posted on by Rob Cleek 40

I'm having trouble using the Group Or functionality in the Advanced Find screen.  I'm very new to CRM (days of playing..not weeks), but my understanding is you can query multiple fields belonging to the same entity which is what I want.

However, I'm getting a popup that says "To Group selections, select two....blah..blah...blah."  Can someone explain what I'm doing wrong or where my disconnect occurs.  Thanks.

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  • Suggested answer
    Frank Lee Profile Picture
    Frank Lee 4,617 on at

    Try to click on the left of the field name to select it and do the same for the 2nd field.  Click on the Group OR afterwards.

  • Suggested answer
    Inogic Profile Picture
    Inogic 703 on at

    To do it quickly you can also press Control key and then can click on multiple conditions one by one. This way you can quickly select multiple conditions and then can OR this conditions by clicking on "Group Or" button in ribbon.

    HTH!

    Sam

  • Rob Cleek Profile Picture
    Rob Cleek 40 on at

    Well don't I feel stupid.  I didn't realize you actually have to 'SELECT' in the dropdown.  Thanks for helping me out.

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