How is Dynamics 365 Advanced Find Changing?

Modern Advanced Find for Microsoft Dynamics 365 and Model-Driven Apps

With the general availability of the 2022 Release Wave 1, a significant change for Dynamics 365 users will be a new advanced find experience.

The familiar Advanced Find icon in the navigation bar is being replaced by a ‘modern advanced search’ for all Dynamics 365 modules and model-driven apps.

It’s been many years since Advanced Find last underwent a significant update. Even the unified interface rollout didn’t result in much change to Advanced Find for end users. But the 2022 Release Wave 1 introduces a new experience for accessing advanced find queries and managing views.

This is an important change for anyone who uses Advanced Find, whether daily or on an ad-hoc basis, so we walk through what's new in this post.

Read our Release Wave 1 post to learn more about what else is new.

Watch our demonstration video below, or scroll past to read a short blog outlining how the new modern advanced find works.

How to Enable the New Modern Advanced Find for Dynamics 365

Advanced find using Dataverse search

Dataverse Search is another recent feature enabled by default in the latest release wave, as it is now the default search tool across tables and rows in your cloud environment.

Clicking the Dataverse Search box (without entering any search terms) is one way to access the modern advanced find.

This brings up an option to search for rows in a table using advanced filters, allowing users to select the appropriate table. The list of available tables shown in this selection is determined by the tables included within this specific app, so this might not reflect all the tables in your environment.

Advanced filters are then used to define the query terms across rows in the selected table and any related tables. Once applied, this can be set as a new query.

New Modern Advanced Find - entry point from Dataverse search point point in Dataverse search

Advanced find using edit filters

The above process, through Dataverse Search, can be used to define a new advanced find from scratch, but unlike the earlier Advanced Find, there isn’t an option to access previously saved views from the advanced filter panel (at least not in the current version).

Many users start with an existing view when creating a new view because it saves time, avoiding the need to select frequently used rows and criteria.

With the modern advanced find, selecting ‘Edit filters’ from a list view allows users to update the current view or create a new view by modifying these query terms.

This brings up the advanced filter panel, enabling the current query terms to be changed for one or more rows and any additional rules added as appropriate.

Once applied, an asterisk is added to the current view name to reflect a modification has been made. Using modern advanced find, it’s now easier to save these changes within the view selector by selecting the option to save changes to the current view.

The view selector can also save these modifications as a new view. Once set, the current view is updated with the new name.

Advanced find using view lists

In addition to updating existing views and saving new views, the modern advanced search adds new personalisation options to the view list.

Personal views are highlighted to distinguish these from system views. That’s especially useful when enabling a new A-Z sort control across all list views. Users can also apply sort controls that will prioritise personal or system views.

These options are accessible by selecting 'Manage and share views' in the view selector.

Clicking the ellipsis alongside any personal view in this control allows users to rename, delete, assign or deactivate views. This also includes a new experience to share personal views with other users or teams.

Users may have numerous personal views on some entities, which makes navigating these lists time-consuming to find the correct view. The new advanced find introduces two additional capabilities to simplify this process.

Manage share views

Firstly, users can hide a selection of infrequently used views. Users often work with a core set of views and only access others occasionally. By hiding these, view lists are decluttered, allowing users to move between system and personal views more easily. Simply click ‘manage and share views’ from the view selector and enable the appropriate view to unhide a view.

A further enhancement is a new integrated search within the view list. Type a few letters to filter the list with these terms.

Advanced find search views

Updating View Columns

The view selector is also used to save any changes made to the selected columns quickly. Within any view, the 'edit columns' are used to reorder or delete columns and add columns from the current or related table.

When these modifications are applied, these can be saved by updating the current view or creating a new view by selecting the appropriate option in the view list.

Save changes cols

Next Steps...

Please get in touch with us if you have any questions about how to enable or navigate the new advanced find.

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