4. Using Advanced Filter Criteria
By default, Microsoft Dynamics CRM applies AND logic to queries
that include two or more search criteria. This means that results are limited to
those records that meet all search criteria in the query. However, you
also might be required to produce a report with records that match
only one of several criteria. In this instance, you could use OR logic
in Advanced Find to search multiple fields to find records that have
matching data in only one of the fields.
In this exercise, you will use the Group AND and Group OR
functionality of the Advanced Find tool. As you saw
earlier, the original criteria we applied to the Hot Opportunities In
Redmond Market saved view included all opportunities that met the
following criteria:
Now you will expand the criteria to include opportunities in
Chicago in addition to those in Redmond.
Note
SET UP Use your own Microsoft
Dynamics CRM installation in place of the site shown in this
exercise. Use the Internet Explorer web browser to navigate to your
Microsoft Dynamics CRM website, if necessary, before beginning this
exercise.
-
Launch Advanced Find if it is
not open already.
-
In the Advanced Find query
window, in the Look for field,
select Opportunities, and then
select Hot Opportunities in Redmond
Market in the Use Saved
View list.
The criteria for the saved query display.
-
On the Advanced
Find tab of the ribbon, in the Query group, click the Details button.
Tip
By default, the Advanced Find mode is set to Simple, which means that the details of the query
are not shown until you click the Details button. You can change this setting on the
General tab in the Set Personal Options area, which is
accessible from the Options menu on the File tab of the
ribbon.
-
In the Potential Customer
(Account) section, click the Select field underneath the row that
specifies the city as Redmond.
-
In the Select field, choose
Address 1: City.
-
In the Enter Value field,
enter Chicago.
Because Microsoft Dynamics CRM uses AND logic by default, if
you click Find at this point, your
search will not return any results, because no single account
record can have a primary address in both Redmond and in
Chicago.
-
Click the arrow to the left of the first Address 1: City field, and then click
Select Row.
-
Click the arrow to the left of the second Address 1: City field, and then click
Select Row.
-
On the Advanced
Find tab of the ribbon, in the Query group, click the Group OR button.
This selection updates the logic so that records that have a primary address in the city of
Redmond or Chicago will be returned in the results.
-
Click the Results button in
the Show group to see the results
matching your new query.
