Advanced Find - related entities via a group

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Posted on by JCS_1665

Hi folks

I need to write the following kind of query using Advanced Find:

Individual - direct bit of info 1

Individual - direct bit of info 2

Individual - related bit of info

I can see there was similar post from 2017 where it wasn't possible.

Does anyone know if it's still not definitely possible or if there are plans to make it possible?

Many thanks

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Community member 5 on at

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I don't believe this can be achieved using the standard UI functionality.

It is possible to create this kind of filter in FetchXML, useful for custom plug-ins/PowerAutomate etc., but again this wouldn't work if you tried to apply it to a view.

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Leah Ju Microsoft Employee on at

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Hi JCS_1665，

Yes, It is still impossible currently.

In advanced find UI, OR conditions can only be defined in the current entity but are not supported across multiple entities.

However, you can use “Alias” + FetchXML editing through XrmToolBox to achieve it.

Please refer to the following blogs:

https://jackyincrm.wordpress.com/2019/03/01/advanced-find-group-or-on-multiple-entities-fetchxml-builder/

https://andz88.wordpress.com/2018/01/24/fetchxml-trick-cross-entity-criteria-in-a-group-filter/

Also, if you want to achieve this feature in the UI：

You can create a new idea through the below URL, then ask your colleagues to raise up the votes.
Ideas (dynamics.com)
Our product team has direct visibility of these ideas and they will implement it on the basis of the highest number of votes received.

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah

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JCS_1665 45 on at

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Thanks for both of your quick responses, it's much appreciated. I'll investigate the suggested solution.

Kind regards

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