Dynamics 365 CommunityForums Dynamics 365 general forum Advanced Find searches

Advanced Find searches

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Posted on by Community Member Microsoft Employee

Hi,

I'm quite new to Dynamics 365 and would like some help please on Advanced Find searches. I can make searches on the Summary information at the top of the form but not the Details section on the bottom of the form. The Details includes a section on Contact Preferences, including whether Bulk Email is allowed. I want to be able to search this when making Marketing Lists to ensure email is not sent to those who have opted out (GDPR). Currently I have compiled a separate Excel spreadsheet with the information in which will need to be crossed checked with Dynamics 365. Please can anyone tell me if I can search this? Currently the form has not be amended to include this type of information in the Summary section which I think would be another option.

Thanks in advance.

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Answers (1)

Community Member Microsoft Employee on at

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RE: Advanced Find searches

Thanks
Community Member Microsoft Employee on at

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RE: Advanced Find searches

Thanks, that is really helpful
Verified answer

C. Jensen 384 on at

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RE: Advanced Find searches

Hi

By default the bulk email field is not searchable. You can change this by editing the field, under customizations.

Best regards

Christian Jensen