Find records in Dynamics 365 CRM using Semicolon Separated Text

Introduction

In this blog, we will see how to find records using semicolon separated text in lookup field in Dynamics 365 CRM.

Recently, we were working on a requirement to check whether the records value are being updated correctly or not. So, to test this we followed the steps mentioned below:

1. Go to Advanced Find

2. Select Account entity

3. Select Account Lookup

4. Open Lookup. In Lookup, there were 50 accounts out of 2000 updated accounts which we were required to test. So we searched for each account by name in lookup and then added it.

5. In the end, we had 50 accounts in lookup

6. Click on Run and the list of 50 accounts is displayed

So, if the lookup is cleared and advanced find window is closed, then the user will need to select those 50 accounts individually.

However, there is a way in lookup field using which we can save the time to re-select the number of accounts again and again.

Please refer the below screen shot for the same:

Click anywhere on the screen and the lookup will auto detect list of account record. Next, click on result which will show the list of account records.

So here you can use the ‘Test Account A; Test Account B;’ text whenever you want to search them in lookup.

However, there is a catch. If there are duplicate records with same name and time stamp you will get the below error:

Conclusion

You can find records and save time by entering semi-colon separated text in lookup field. With this, you can select multiple records which are not duplicated in Dynamics 365 CRM.

https://www.inogic.com/product/productivity-pack/click-2-clone-microsoft-dynamics-crm-records