Saved searches are queries that run each time you open them. In this example, we find all accounts in the same city using an advanced query then save it for future trips to that location.
- [Intructor] When it comes to creating an advanced search, I like to start from the end of the maze. And what that means is, I want to make sure that I know what I'm searching for, so that I know that I did the advanced search correctly. So, let me just start with just a basic search for something like, southridge. And sure enough, I've got three accounts that contain the word southridge in them. All right, let's go into advanced filter. Now that's all the way up at the top.
Click on "advanced filter." And for anyone who has every worked in Access, just seeing the word "query" is going to offer you comfort, but for the rest of us this is a terrifying screen. So I'm going to walk you through it. What we're going to do is we're going to create a new query. By default, it's going to select whatever view I was in. So I was in accounts, and so automatically it defaulted to look for accounts, but you can click here and you can see that you can look in other modules as well.
Okay, but for accounts I'm just going to hit "select," and for the field I'm going to choose address. Let's pick address one city, for example. And I'm going to say that it's going to equal Clinton. And I'm going to click "results." Hey, look at that. Southridge video comes up, so let me move this over just so that you can see that sure enough, southridge video address one city equaled Clinton, and that's why we're only getting one result for southridge.
But what's great about an Advanced Find is that let's say that I was planning a trip to Clinton, and I wanted to see if I had any other clients there. If you come into this Advanced Find, you can save this view. So I can say that this is my Clinton view. Maybe I do this trip quite a bit. And hit save, and then now it lives here underneath "saved view." Now, advanced finds can get incredibly complex, but I wanted to show you how easy they really can be.
So you don't have to be complex if you don't want to. The benefit of a saved search is that they're queries that rerun each time you open them, so every time you make that trip to Clinton, you could come in here. You could look at your saved views. You could click on "Clinton," and you can see if you have any new accounts inside of your results. That means new results show up automatically every time you run the query.
- Creating new accounts and contacts
- Entering customer data
- Finding, sorting, and filtering customer records
- Qualifying leads
- Sending quotes
- Drilling down into a sales report
- Exporting Dynamics 365 data to Excel