The advanced find feature in Dynamics allows users to filter their data right down into exactly what they want to see. It is a great tool and means we can sift through thousands of records with ease.

To use it, select advanced find from the top right of the navigation bar.


This will bring up the menu. From here you can select what Entity you want to look in, and the fields you would like to narrow down into.


In this example, we will be looking in the leads Entity, for all records with a Status of “Open” and an owner of “Curt Bean”. What you can also do here is group these criteria by “AND” or “OR”. What this will do will set whether you would like both criteria met or just one of them met.


Once you are happy with your search criteria, click on Results in the ribbon above, and you will be taken to a list of records that meet these criteria.