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Searching by GUID

  • 1.  Searching by GUID

    TOP CONTRIBUTOR
    Posted 27 days ago
    Hi,
    If a record Guid is known, how can this be used in Advanced Find to the actual record?

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    Mary Cunningham
    Director - Service Technology
    Comfort Systems USA
    Ocala FL
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Searching by GUID

    TOP CONTRIBUTOR
    Posted 27 days ago
    Edited by Allison Briden 27 days ago
    I wish there was an easy way to do this in the User Interface (UI) with Advanced Find!
    The record GUID is not surfaced in the UI.
    If you just need to find one record, you can use the method outlined by the fine folks at CRM Tip of the Day:
    1. Open a record of the same type in CRM and click the Email a Link button
    2. It opens an email with a link.
    3. Edit the link in the email, changing the ID (red text area) to the GUID that you want to find.
      https://yourorgname.crm.dynamics.com/main.aspx?etc=1&extraqs=formid%3d8448b78f-8f42-454e-8e2a-f8196b0419af&id=%7bB79DF4FA-5604-E311-A5E5-B4B52F67D676%7d&pagetype=entityrecord"
    4. Copy the edited URL, paste in your browser, and go.


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    Allison Briden
    Business Systems Analyst
    Energy Trust of Oregon
    Portland OR
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Searching by GUID

    GOLD CONTRIBUTOR
    Posted 27 days ago
    It's not possible using Advanced Find, you'd need to use XRM Toolbox.

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    Stewart Tranter
    Business Systems Manager
    TCL Group
    Derbyshire, UK
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: Searching by GUID

    SILVER CONTRIBUTOR
    Posted 27 days ago
    Hi Mary
    I'm normally using LevelUp Tools, this is a Chrome Plugin.
    Tons of handy functions and for your specific question, you can find out the GUID of a Record and search a Record with GUID.
    You can download it here:
    https://chrome.google.com/webstore/detail/level-up-for-dynamics-365/bjnkkhimoaclnddigpphpgkfgeggokam

    Regards
    Heinz
    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 5.  RE: Searching by GUID

    Posted 27 days ago
    Your other options is probable using Javascript to save the GUID to a field then getting to it that way.

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    Jefferson Daniel
    Sun Valley Solar Solutions
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 6.  RE: Searching by GUID

    SILVER CONTRIBUTOR
    Posted 26 days ago
    Hi Mary,

    Similar to the 'email a link' if your record has opened on a pop out window the full URL is exposed. You can then copy paste the GUID over and get to it that way. Note you will need to be on the right type of record first. If you are wanting to search a GUID without knowing if it is a Lead, Contact or Opportunity etc then I wouldn't know where to start!

    Jess

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    Jessica Howes
    Microsoft Dynamics Specialist
    Opus
    Reigate
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 7.  RE: Searching by GUID

    Posted 26 days ago
    We have added an HTML web resource with a couple of text boxes, a button, and some javascript to be able to open a record by id.  You enter the schema name of the entity and the id then click the button to open the record.  The page is available by clicking a link on our ribbon.  Conversely, we've added a button available on all entity forms that can be clicked that opens a dialog box to show and copy the record id.

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    Ben Sexton
    Cornerstone Advisors, Inc.
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 8.  RE: Searching by GUID

    GOLD CONTRIBUTOR
    Posted 14 days ago
    There's a great tool in the XrmToolbox called "Open Records Using GUID" that's super-handy for this kind of thing.  Tell it the GUID and entity, or even if you don't know the entity it'll search ALL the entities for that Guid and then open it for you.

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    Mike Power
    Senior CRM Solutions Developer
    American University
    Washington DC
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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