Dynamics 365 Education and Knowledge

One of the interesting feature that Microsoft added in D365 V9 is Contains Data & Does Not Contain Data options in the Advanced Find related records. The purpose of this feature is to have the ability to search for records that are not related to child records. For example: Accounts with no Cases, Contacts with no Tasks... and any other similar needs. In previous CRM versions, we were not able to do this directly in the Advanced Find; but now, it is feasible and so easy through Advanced Find . Example 1 (Contains Data) : Show all Accounts that have Cases linked to them In D365 V9 environment, open the Advanced Find Select Accounts in the Look for option Under the Fields...

Since the introduction of the hierarchical structure feature in CRM, querying the hierarchical data has become an interesting way of retrieving info. For this purpose, new conditional operators called "Under" and "Not Under" are added in Advanced Find . To check this functionality, the below hierarchy sample will be used between the accounts records wherever it is located in the hierarchy These conditional operators can be used in one of the below locations: Advanced Find In the Advanced Find window, Look for Accounts In Select > Fields , choose Account In the list of operators, Under and Not Under operators exist in the list ...