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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Advanced find to see a...
Customer experience | Sales, Customer Insights,...
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Advanced find to see accounts and contacts with notes

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Posted on by PollyA 30

I would like to generate a report (via advanced find?) that shows all accounts, and the contacts attached to those accounts, that contain specific search terms in the notes title and description.  So the query would be 'show me all contacts that have 'beetle' in the note title, and display the contact names, account name, territory, postcode and note title and description.

Is there a way to do this please? 

I have the same question (0)
  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Hello,

    Following advanced find query should do what you need:

    0172.AdvFind.png

  • PollyA Profile Picture
    PollyA 30 on at

    Hi Andrew,

    Thanks so much for your help - your suggestion almost gets me where I need.  How do I edit your query so that in the results I can see the text that appears in the description.

    So the title would be 'beetle' and the description might be 'stag' or 'red' or killer beetle' - I want my results to show this text.  I've tried adding the 'description' column, but that hasn't worked.

    With thanks in advance for your expertise.

  • Verified answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Polly,

    In this case you will have to start from "Note" entity and link it to Contact but there will be issues on getting of data from account that is parent to contact.

    I would recommend to use XrmToolbox and FetchXml builder plugin from it - it should give the result you want to get.

  • PollyA Profile Picture
    PollyA 30 on at

    Thanks so much for your help Andrew.  That's beyond my skill set but at least I know what is and isn't possible now!  

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