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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Advanced Find - relate...
Customer experience | Sales, Customer Insights,...
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Advanced Find - related entities via a group

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Posted on by JCS_1665 11
Hi folks
 
I need to write the following kind of query using Advanced Find:
 
Individual - direct bit of info 1
 
OR
 
Individual - direct bit of info 2
 
OR
 
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

 
  • JCS_1665 Profile Picture
    JCS_1665 11 on at
    Advanced Find - related entities via a group
    Thanks for both of your quick responses, it's much appreciated. I'll investigate the suggested solution.
     
    Kind regards
     
  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Advanced Find - related entities via a group
    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:
     
    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
  • Community member Profile Picture
    Community member 5 on at
    Advanced Find - related entities via a group
    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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