Master Advanced Find with the Modern Interface in Dynamics 365

May 30, 2023

In this video, we explore the modern advanced find feature in the application, which replaces the legacy advanced find. The legacy advanced find is accessed through a funnel icon in the application, while the modern advanced find is integrated with the global search feature at the top of the screen. The video provides a screenshot of the legacy advanced find and demonstrates how the modern advanced find looks and functions in a trial environment. The modern advanced find provides a more intuitive and up-to-date interface that allows users to add filters, edit columns, and save personal views. Users can also add filters for fields on unrelated entities. The video also discusses how the modern advanced find works in conjunction with the new values seen on the top right of the screen. Users can edit filters and columns in the normal user interface and save them as custom views to share with others. Overall, this video provides insights into how to improve record filtering and management in the application using the modern advanced find. This feature provides users with an intuitive and up-to-date interface that streamlines the filtering process and saves time. Contact us for a personalized demo: https://bit.ly/32ChDNg. CALL: (805) 581-5020 VISIT: https://www.westerncomputer.com/ EMAIL: info@westerncomputer.com FOLLOW US: https://www.facebook.com/Western-Computer-236693736372775/ https://twitter.com/WesternComputer https://www.linkedin.com/company/western-computer

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