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Advanced Find The Advanced Find feature is a powerful reporting tool in CHOICES that allows you to extract specific data that you need to see. It uses a query in which you define the criteria to filter

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How to fill out advanced find

01

To fill out advanced find, follow these steps:

02

Open the advanced find tool or feature in your application.

03

Choose the entity or record type you want to search within.

04

Specify the search criteria and conditions, such as specific fields, values, or filters.

05

Select the logical operators (AND/OR) to combine multiple criteria if needed.

06

Apply any additional search parameters or options, such as sorting, grouping, or date ranges.

07

Click on the search or find button to execute the advanced find query.

08

Review the search results and navigate through them as required.

09

Optional: Save the advanced find query for future use or reference.

Who needs advanced find?

01

Advanced find is useful for individuals or businesses that need to perform complex searches or queries within a database or application.

02

It is commonly used by professionals in fields such as sales, customer relationship management, data analysis, and project management.

03

Advanced find allows users to search and filter large datasets based on specific criteria, helping them find relevant information quickly and efficiently.

04

It is particularly beneficial for those who work with extensive databases, perform data-driven tasks, or require detailed reporting and analysis.

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What is advanced find?

Advanced find is a feature in Microsoft Dynamics CRM that allows users to search for records using specific search criteria.

Who is required to file advanced find?

Users who want to search for specific records in CRM using advanced search criteria are required to file advanced find.

How to fill out advanced find?

To fill out advanced find, users need to navigate to the Advanced Find option in CRM, select the entity they want to search for, define their search criteria, and run the search.

What is the purpose of advanced find?

The purpose of advanced find is to enable users to find and retrieve specific records in CRM that meet certain criteria.

What information must be reported on advanced find?

Users must report the search criteria and the records that meet those criteria on advanced find.

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