Ever had your boss ask you to pull a report which meets a specific set of criteria or sat scratching your head trying to pull up a record, but could not recall the exact details? With Advanced Find in D365, you can find exactly what you are looking for in just seconds. Advanced Find is the most powerful and robust tool in Dynamics 365 for searching. Using intuitive, user friendly features, you can quickly create queries and search your entire D365 database with ease.
At first glance Advanced Find may appear a bit intimidating, however once you become familiar with it, you will find yourself using it all the time, and wonder how you ever worked without it.
Continue reading to learn everything you need to know to get started using Advanced Find today!
The Advanced Find button is simple to locate, no matter which screen you are on, because it is housed in the D365 navigation bar.
Once you click on the Icon, a window like the following will appear.