Using Advanced Find

Find the records you want in Microsoft Dynamics CRM by using the Advanced Find command. You can also use Advanced Find to prepare data for export to Microsoft Office Excel so that you analyze, summarize, or aggregate data, or create PivotTables to view your data from different perspectives.

In the Navigation Pane, expand your organization if necessary, and then navigate to the list of records you want to query, and then in the Data group, click or tap Advanced Find.

Specify what to search for.

In the Look for list, select a record type.

Click or tap 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").

You can select fields from the current record type, or from related records. For example, an account might have many related contact records.

At the bottom of the Select list, the Related section shows related record types. For example, most record types have a related Notes record type. To select fields from a related record type, select field, and a new Select link appears.

Specify the columns to include in the search results.

Click or tap Edit Columns, and then click or tap Add Columns.

Select the record type that includes the columns you want to add.

Select the columns you want to add, and then click or tap OK.

Specify the sort order.

Click or tap Edit Columns.

Click or tap Configure Sorting.

Specify the column to sort on, specify the sort order, and then click or tap OK.

Click or tap OK.

Click or tap Results

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