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Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

Advance find to another advanced find

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Posted on by 340

Can I create a system view by advanced find called this viewA and then create another advance find view and only see related records that is only in the in viewA ? How would I do this ?

I know we can create advanced find to see if in a related system.

I have the same question (0)
  • a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    You will have to combine queries to see the result.

  • Johnseito Profile Picture
    340 on at

    How to do that ?

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

    Let's say following:

    Query 1 - Active Accounts

    Query 2 - Active Contacts that are related to account from query 1

    To combine those queries you just build view that filters contacts by the state, joins to accounts and filters accounts based on state.

  • Suggested answer
    Eccountable Profile Picture
    10 on at
    There is a way to do it for accounts and contacts using Marketing Lists. You can create the members of a marketing list using advanced find, then you can apply additional advanced finds against the member list to add or remove people from the list. 

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