In CRM 1.2 I accepted that searching across tables was not possible, an example being:
If I wanted to search under 'Contacts' for people named 'John', and other search criteria looking under 'Activities' within a date range. This is searching under 2 tables - Contacts & Activities.
This was not possible in 1.2, and from first glance appears not possible in 3.0 - does anyone know anything about this, where it may be possible I would want to do this without having to write any reports.
Thanks,
Matt
Advanced Find - CRoss Table Searches Possible?
msdobrescu2
thanks for the info
in doing this, the options available under 'add columns' are still only those relating to the selected category in the query, in my instance, 'cases'.
i would need to be able to view 'contact' details in this list, or 'activity' options to choose to go cross-table.
it is still only looking at one table - cases
Matt
ddlam
Per the engineer and Microsoft Business Solutions Newsgroup:
The other objects that you want to filter on must have some kind of
relationship with the Case (Incident) object.
Cases do have a relationship with Contacts out-of-the-box called "Customer".
When you do an advanced find looking for Cases, you should be able to
include "Customer" as a filter. it may not be exactly what you are looking
for, but it might help. Also remember that when you can't do the filter in
CRM, you can always dump the data to Excel and use auto-filtering there.
Hope it helps,
-brenda (ISV Buddy Team)
vagrant
Per the engineer:
Each User can use Advanced Find to save their personal queries and use these as views (look under “My Views”).
Advanced find views represent the information displayed by default when a user uses the Advanced Find feature in the application.
Once a view is saved, users can Edit Columns to define any changes to the columns and how they want them displayed.
To create a new view, go to the Forms and Views tab, click the ‘New View’ button in the Actions bar.
The ‘View Properties’ dialog box appears.
In the Name and description boxes, provide information about the view and click OK.
Save and publish your work.
To add column go to the Common Tasks area and click ‘Add Columns’.
In the dialog box select the check boxes for the columns you want to add and click OK.
Save and publish your work.
I hope this helps!
-brenda (ISV Buddy Team)
PEvans
Hi Matt,
You might also post this question to the CRM newsgroup: http://www.microsoft.com/Businesssolutions/Community/Newsgroups/dgbrowser/en-us/default.mspx dg=microsoft.public.crm&lang=en&cr=US
It's a great place to find CRM specific questions and answers!
Regards,
-brenda (ISV Buddy Team)