Advanced find on 2 entities

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Posted on by Community Member

I want to do an advanced find on a field on the Contact form and also a field from an extension entity but want to do an OR rather than an AND but it doesn't seem to let me. I want to make a marketing list picking both of these fields.

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crm development 870 on at

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RE: Advanced find on 2 entities

Hi Amanda, unfortunately Advanced find doesn't provide OR condition facility for different entities. You can achieve this functionality using SSRS report either using FetchXML or SQL queries.

Refer similar post.

community.dynamics.com/.../150923

Thanks,

Anand

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gdas 50,091 Moderator on at

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RE: Advanced find on 2 entities

Hi Amanda,

By default all condition of two different entity merged with AND condition . You can not put a condition two different entities field with OR condition. This is kind of limitation of Advanced Find. The workaround would be create new field with same data in the entity to make query.

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Community Member on at

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RE: Advanced find on 2 entities

Thank you for the prompt reply Anand

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Community Member on at

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RE: Advanced find on 2 entities

Thank you Goutam I am going to try the duplicate field as you have suggested

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gdas 50,091 Moderator on at

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RE: Advanced find on 2 entities

Hi Amand ,

Kindly close the thread , if above any answer helps you.

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