Add a Search Parameter - Advanced Find - CRM 2011 RRS feed

  • Question

  • I created a custom entity ("special deals") in CRM 2011 and when I go to the advanced find feature, I find that one of the related filter criteria for my other custom entity ("deals") isn't available. The related parameter that works for the "deals" is personnel and lets me filter my deals by who in my company is associated with that deal. How can I add a search parameter for my "special deals" that will let me filter by personnel? I tried creating a N:N relationship but that didn't seem to solve the issue. Much thanks
    Thursday, March 8, 2012 7:17 PM

All replies

  • If you can filter "deals" by personnel then there must be a relationship between deals and personnel. Do you have the same relationship between special deals and personnel?

    In advanced find, under related entities, only entities that have a relationship with the search entity are shown.

    Monday, March 12, 2012 10:59 PM