Search by opportunity name from a list

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Posted on by Joseph Melillo

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Hello,

I have a list of all opportunities that we are currently looking at in an excel sheet. There are about 2000 records in the list and I cannot figure out the best way to search for them in CRM. I tried Advance find, however it only allows me to search by 1 record. All I have is the opportunity name. Is there something I am missing?? Ideally, I would like to create a view for this.

Thank you,

Joseph

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Adrian Begovich 1,027 Moderator on at

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Hi Joseph,

Once all of the opportunities are in the CRM instance, you will have the ability to search for the records using Advanced Find. Read this article to learn how to search for records, and create views for records.

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RaviKashyap 55,410 Moderator on at

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Hi Joseph,

Assuming that you have the opportunity name in an excel and now you want to see other details for that oppotunity which you have in CRM. I would suggest to export all the opportunities fromCRm with the field values you want to check. Once exported, use a vlookup to match the opportunities from your excel to the CMR exported opportunities.

Hope this helps.

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Mahendar Pal 45,095 on at

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Agree with Ravi, the best option will be to export and do vlookup you won't be able to search these records in CRM collectively.

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Adrian Begovich 1,027 Moderator on at

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If Joseph specifically wants to search for the records in CRM then Advanced Find is not a bad option. However, the idea of Ravi and Mahender to look at the data in Excel is one of the easiest methods of examining the data.

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Joseph Melillo 125 on at

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Thank you for your responds, however this does not work for me. I have the name of the opportunities and using that method, I would have to go one by one.

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Joseph Melillo 125 on at

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I need it to be in a view. This would fulfill it but it would not live in CRM. I am looking to search for all opportunities and have them in a view.

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Joseph Melillo 125 on at

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I have the name of the Opportunities (just the name) and search for all of them at once to create a view with all of them.

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gdas 50,091 Moderator on at

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Hi Joseph,

Why you are thinking that Advanced find searches by 1 record ?

There was multiple condition you could use like contains , OR ,Group OR , multiple AND. I am suspecting that you might be missing something.

You can take a look below article , I hope this will helps you -

community.dynamics.com/.../why-use-the-advanced-find-group-and-functionality-if-this-is-it-s-default-state

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Joseph Melillo 125 on at

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Hi Goutam,

Yes, I got that. I mean you can only search for one record when searching by name. I only have the Opportunity name, no date created and they are all random. I have a list of opportunity names. When I go to search opportunity name: equals, then you search by name and can only search by 1.

Joseph

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Joseph Melillo 125 on at

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What I am trying to do is create a View with the opportunities in the List. Only thing I have is the Opportunity name. Any Input?

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