Reporting in Dynamics 365 Using Queries and Advanced Find
Advanced Find is used as a search tool within Microsoft Dynamics 365, but it can also be used as a reporting tool. By applying filters and adding columns, users can use Advanced Find to create views of data that meet certain criteria and then save those views for themselves and others.
Here’s an example of a query created in Advanced Find that shows opportunity records with a specific owner:
This example is a very basic query, but Advanced Find can be used to pull up all data that meets certain criteria quickly and easily. Other functionality is available directly from an Advanced Find query:
- Results of a query can be added to a dashboard.
- The Run Report button allows users to run traditional reports.
- The Export Saved Views button allows users to export query results to Excel.
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