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Microsoft Dynamics CRM (Archived)

What's happened to advanced find in 9.02?

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Posted on by 262
Using 9.02 unified interface and confused by lack of Advanced Find. Is it absent by design and how do users create their own views now as filters don't seem to be available

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  • Verified answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello Peter,

    Check following post - develop1.net/.../Adding-Global-Command-Buttons-to-the-Unified-Interface-

  • Peter A Clements Profile Picture
    262 on at

    Hi Andrew,

    Thanks - I had seem similar posts. I'm still intrigued as to why it isn't available out of the box. Is Microsoft leading us away from advanced find? Also, I note that filters and create personal view is lacking. It seems to me to suggest something about the new interface?

    Peter.

  • Verified answer
    David Jennaway Profile Picture
    14,065 on at

    I think the main reason Advanced Find is missing is that Microsoft haven't completed porting it to the new interface, along with several other features - I expect it'll be included soon, as for many users it's a blocker to using the Unified Interface. See https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/about-unified-interface#capabilities-not-yet-on-unified-interface

     

  • Peter A Clements Profile Picture
    262 on at

    Thank you David - very helpful. So, less of a strategy and more of an early and incomplete build? Working with a client who is thinking of using 9.02 and some of these features will be blockers for them too.

    Cheers!

  • David Jennaway Profile Picture
    14,065 on at

    Peter. Yes, I think it's fair to consider it incomplete for now. I'd hope that the main blockers will be released soon, but there's not any definite timeline to plan against

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