Question

CRM 3.0 Advanced Find - Enter Value - Can a range be entered

Asked by: johnmac0000

We are using CRM 3.0 Small Business Edition on SBS2003.  I have a user who wants to enter a range of values for the Enter Value prompt in Advanced Find.  He does not want to use Group Or.  He thinks he should be able to do something similar to the following:

Status Equals Active
Address 1:Zip/Postal Code Begins With 731 - 751

I have tried a number of delimiters to see if I could get it to work and I am thinking the only way it will work is by using the Group Or functionality.  

Could someone please let me know if what the user wants to do can be accomplished and if it can how to do it?

Thanking you much in advance.

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Asked On
2009-11-06 at 09:22:36ID24878607
Tags

CRM 3.0

,

Advanced Find

Topic

Microsoft Dynamics

Participating Experts
1
Points
250
Comments
1

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Answers

 

by: jd_wightPosted on 2009-11-07 at 16:40:21ID: 25768842

Unfortunately, it can't be done out of the box with Advanced Find.  Address 1:Zip/Postal Code is an nvarchar field (which means it can contain alpha text).  If it were a number-type field, Advanced Find would give you numeric options like greater than and less than, allowing you to search for a range of zip codes.

There are a couple different ways this could be worked around:

You could also do an advanced find for all zip codes that begins with 73, 74 or 751 (which is only 3 "OR" conditions and may be acceptable to your user).

You could create a custom report that would accept the range as parameters.  

You could create an excel file that users linked external data to query the FiltereredContact SQL view that is part of CRM 3.  Grab the left 3 digits in the Address 1:Zip/Postal Code field as part of query and set the query criteria so that those left 3 digits are between 2 parameter values.  Then prompt the user for the 2 parameters whenever the data in the file is refreshed.

You could write a customer search application using the SDK and the CRM webservices.


20120131-EE-VQP-002

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