Advanced Find - Comma Separated/CSV style lookup

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I am trying to use AF to pull a report for multiple specific Opportunities. I have a list of 100+ "Client IDs" (6 digit ID's relating to each Opportunity). What I am wondering is if there is a way to use a comma separated list of those ID's to search specific fields for only those Opportunities.

I do know that I can use the OR function and "Client ID = ******", but doing it that way I would have to add each individual ID into the group. I am hoping there is an easy way to pull out these specific projects using a list of the ID's.

Is that possible? Thanks in advance for any help that can be offered.

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Aiden Kaskela 19,696 on at

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Hi Cam,

CRM doesn't support searching like that (although I sure wish they would). I don't know if it would help, but you may want to export the opportunities to Excel and filter them out there. It'll sure be faster than building up a million condition advanced find. Sorry there isn't a better way to do it.

Hope this helps! I'd appreciate if you'd mark this as Answering your question.

Thanks,

Aiden

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Community Member on at

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Hi Aiden,

I assumed this might be the case. It's unfortunate that Dynamics does not support searching like this. It certainly makes what I have to do on a regular basis quite time consuming.

Thanks for your assistance on this.

Cam

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NatrajY 3,040 on at

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Hi Cam,

I had the same issue in the past and developed a bookmarklet based solution to solve it. Please refer [View:https://dreamingincrm.com/2016/03/09/advanced-find-and-in-condition/] and let me know how you go.

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