To do this, launch Advanced Find and, in the query, choose "Look for" Cases and Tasks (Regarding), then select Does not contain data. For example, you can query for all cases that do not contain a task. If you're using Dynamics 365 Customer Engagement (on-premises), you can use Advanced Find to build a "Does not contain data" query. To select fields from a related record type, select field, and a new Select link appears. For example, most record types have a related Notes record type. For example, an account might have many related contact records.Īt the bottom of the Select list, the Related section shows related record types. You can select fields from the current record type, or from related records.
Select Select to define search criteria: field (for example, Account Name or City), the query relational operator (Part of an expression-for example, "is equal to" or "contains"-that defines how a specified attribute should be compared with a value), and the values to locate (for example, "Seattle" or "Email"). In the Look for list, select a record type. With the Customer Engagement (on-premises), you can use the Advanced Find option to build a "Not In" query records using the Does not contain data option. You can also use Advanced Find to prepare data for export to Office Excel so that you can analyze, summarize, or aggregate data, or create PivotTables to view your data from different perspectives. For the Power Apps version of this article, see: Create, edit, or save an Advanced Find searchįind the records you want in Dynamics 365 Customer Engagement (on-premises) by using the Advanced Find command. If you’re using Unified Interface, your apps work the same as Unified Interface for model-driven Power Apps. This article applies to Dynamics 365 Customer Engagement (on-premises) version 9.1 using the legacy web client.
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