Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Multiple Keywords in one record for data capture and reporting

Posted on by Microsoft Employee

Hello,

I am trying to use multiple keywords in one quote send record. This is for an advanced find "Look For" capture of all quote sends where only one key words or multiple key words are trying to be captured in the data. How are the keywords correctly input to capture one or all? EX:

Look For:

Owner // contains data

Keyword = "TRD"

Keyword = "DIS"

Would the keywords in the record be input as > TRD;DIS

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Multiple Keywords in one record for data capture and reporting

    Thanks, this is exactly what I was looking for. Simple mistake on my part!

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Multiple Keywords in one record for data capture and reporting

    Thanks! I'll look into this.

  • Suggested answer
    Sreevalli Profile Picture
    Sreevalli 3,256 on at
    RE: Multiple Keywords in one record for data capture and reporting

    Hi Duel,

    If there are fixed number of key words then its good to use "Multi select Optionset" in place of strings. so that users will pick the key words from the list and also easy maintenance to admin as it will save in TRD;DIS format.

  • Verified answer
    Mahadeo Matre Profile Picture
    Mahadeo Matre 17,021 on at
    RE: Multiple Keywords in one record for data capture and reporting

    hi,

    if keyword input as TRD;DIS;.. then use search filter as

    Keyword contains TRD, instead of keyword = TRD

    So that you will get all records who has TRD and then add Or condition for multiple keywords.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans