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Customer experience | Sales, Customer Insights,...
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Modern Advanced Find - Features for selection of records in Lookup fields are no longer available

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In Microsoft's Wave 2 release Oct 2022 the Modern Advanced Find was enabled.  There are a few changes that make it much harder to select a record from a lookup field.

  1. Views have been removed:  One of the changes is the removal of views selectable from Look-up fields (see screenshot of the way it was in the old Advanced Find). 

pastedimage1668529346523v6.png

In our implementation we have created a Picklist, Picklist Item, and Picklist Filter entities to add more functionality to the regular option sets that Dynamics offers.  In this implementation there are duplicate Picklist Items because some items belong to more than one Picklist.  For example, the picklist item "Other" is used in 5 different picklists, and there are many more examples. 

  1. Lookup views are no longer being used: Also, the advantages of the extra columns in the lookup views is no longer being taken advantage of in the modern Advanced Find.  At least in with the extra columns displayed in the lookup view we would be able to select the right Picklist Item belonging to the right Picklist.

 pastedimage1668529338405v5.png

  1. Limit of 100 records listed and no wild card: Also, there are now only 100 items listed in the list and the wild card "*" doesn't work here.  A user would always need to know what to look for.

 pastedimage1668529331347v4.png

With the first two features removed from the Modern Advanced Find it is now impossible for us to select the right Picklist Item!  If neither one of these two features is returned we will need to do a redesign of our system which will take time and money that should be spent elsewhere.

Questions:

1. Will the view selection be re-incorporated into the Modern Advanced Find?

2. Will the lookup view be re-incorporated into the Modern Advanced Find so that we can better select the item by adding the extra columns?

3. The Old Advanced Find is still available from the Advanced Settings, will this feature remain or is it Microsoft’s intention to remove it?

4. While creating a system view in a solution the lookup views are still available.  Will this feature remain or is it Microsoft’s intention to remove it?

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