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Customer experience | Sales, Customer Insights,...
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How to use Dynamics CRM's advanced find in custom solution

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Posted on by 96

I have a custom solution where I want to integrate advanced find feature that dynamics CRM has.

For example: I will click on a custom button to open up the advanced find interface and when will press results it will generate the fetchXml and my custom solution will show the result on my custom page.

Is it possible?

I have the same question (0)
  • Simon Baumgartner Profile Picture
    5 on at
    RE: How to use Dynamics CRM's advanced find in custom solution

    Hi,

    I'm searching for a similar functionality.

    What I came across until now is the "Manage Members" functionality of dynamic marketing lists. If you click the "Manage Members" ribbon button of such a list a simplified Advanced find dialog is displayed. If you then click on Find and Use Query, the fetchXml is saved to the query-field of the list.

    That's exactly what I also need, but couldn't find how MS is opening this dialog...

  • erhan.keskin Profile Picture
    2,253 on at
    RE: How to use Dynamics CRM's advanced find in custom solution

    This is a very old method but it can give some idea about what you want to do. (aspx is not supported, you might need html one of this solution)

    www.codeproject.com/.../How-to-get-Advanced-Find-FetchXml-Query-in-Dynamic

  • LeoAlt Profile Picture
    16,331 Moderator on at
    RE: How to use Dynamics CRM's advanced find in custom solution

    Hi partner,

    As far as I know, Advanced Find page does not support customizations.

    About how to open Advanced find from custom ribbon on the form, you could refer to this blog.

    www.magnetismsolutions.com/.../advanced-find-from-form-command-bar-in-dynamics-crm-2013

    Best Regards,

    Leo

  • Suggested answer
    Adrian Begovich Profile Picture
    1,027 Moderator on at
    RE: How to use Dynamics CRM's advanced find in custom solution

    Hi S. Hossain,

    This JavaScript code opens Advanced Find.

    javascript: (function () { var form = $("iframe").filter(function () { return $(this).css("visibility") == "visible" })[0].contentWindow; window.open(form.Xrm.Page.context.getClientUrl()   "/main.aspx?pagetype=advancedfind"); })();

  • S. Hossain Profile Picture
    96 on at
    RE: How to use Dynamics CRM's advanced find in custom solution

    Could you please suggest Javascript code to open up the interface.

  • erhan.keskin Profile Picture
    2,253 on at
    RE: How to use Dynamics CRM's advanced find in custom solution

    Hi,

    You can have a custom button to open up the advanced find interface. However, in order to trigger a function when "results" button is clicked is not possible. There are different approaches to achieve what you need with losing some user friendly abilities.

    For instance; on the Advanced Find form, the user would download the Fetch XML of the query by pressing the "Download Fetch XML" button. Whether the user would upload the Fetch XML file to the custom page or Copy/Paste the query into a text box on the custom page. And then, you can do what you need to do on the custom page.

    Regards,

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