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Customer experience | Sales, Customer Insights,...
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Advanced Find with List of Values

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Is there a way to tell Advanced Find to show the records where a field matches a value in a long list of values?

For example, I have a list of about 250 customer IDs. Other can creating 200 lines where I tell Advanced Find "where Customer ID is X" and join them with an OR function, can I somehow feed that whole list to the Advanced Find and tell it to show me any record where the customer ID appears on that list?

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  • Verified answer
    Luis Arellano Profile Picture
    36 on at

    Unfortunately that is not possible as far as I know. You'll have to add X number of rows, one for each specific value you want to filter by.

    Also, if by ID you mean GUID this is not possble in Advanced Find.

    If you need to do this just to get some data but do not need the view in the UI, you can achieve that via WebAPI or FetchXml.

    Here you can use the "In" operator and and pass the comma separated values to get the data you need.

    One great tool to simplify this is FetchXmlBuilder

    (github.com/.../FetchXMLBuilder-1.2022.08.001)

    WebAPI example:
    https://yourOrg.crm.dynamics.com/api/data/v9.2/tableName?$filter=Microsoft.Dynamics.CRM.In(PropertyName='columnName',PropertyValues=['value1','value2','value3'])

  • KDeRoo Profile Picture
    on at

    Thanks for confirming my fear... Advanced Find cannot perform the "in" function (or ... is one of).

    After some research over the weekend, I think WRM Toolbox may be able to help me with the SQL 4 CDS.

    If I just need to get the data, I will have to give the WebAPI a whirl.

    Thanks!

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