Advanced search to find records in Microsoft Dynamics 365 Finance and Operations

In several cases, you are looking for a specific record, but the search criteria are not on the list page. When the details are in a related table, you can use the advanced search and sort option to join the tables as a business user and search for a specific record. This video shows an example of how you can achieve this and also use the Saved Views functionality to re-use a certain search query.

Advanced search

Using the same advanced query form as available on reports, you can search for records on forms. The video below shows you how to perform an advanced search and take advantage of Saved views to re-use the same search query in future inquiries.

I do hope you liked this post and will add value for you in your daily work as a professional. If you have related questions or feedback, don’t hesitate to use the Comment feature below.


That’s all for now. Till next time!