Enhanced Advanced Find by Bluelight CRM is a solution available on Microsoft AppSource and is designed to allow the capability of Negative Advanced Find searching.

The Advanced Find tool that comes as standard in Dynamics 365 is a powerful way to query all of your data. As standard it allows you to query on any field and any related record/field, as well as selecting any number of columns from the record directly, or associated records. Once a query is built, it can be saved, allowing it to be accessed through Views directly.

A negative search is when you want to query on something that does not exist. Advanced Find is a really powerful tool for queries on data that exists in your CRM, but it can fall short when searching based on something that hasn’t happened or isn’t recorded. Querying on fields on the record type you are searching for has always supported negative searches, i.e. Accounts with a Country that is not the United Kingdom and fortunately that typically makes up the bulk of the queries we experience. Microsoft added the ability to query for records that don’t have an associated record of a specific type, such as Account that don’t have any Contacts. The specific negative searching that isn’t available however is where you are trying a combination of both, i.e. filtering on an associated record.

Enhanced Advanced Find

by BLUELIGHT CRM LTD