Customer Engagement & Dynamics CRM Forum

Hi everyone

The modern advanced find was automatically turned on briefly earlier this week but luckily we worked out how to turn it off before anyone noticed.  You'll guess from that sentence what our view is but what about the wider CRM world?  If I knew how to set up a poll I'd do so as in our view, this is going to be one the most troublesome changes we've yet had to manage.  People struggle enough with advanced finds and this new version is not going to help.

Anyhow, minor rant over - what do you think about it?

Cheers
Jules

------------------------------
Julia Streatfield
CRM Business Intelligence Manager
CBI
London
------------------------------

I think it's fabulous!
The main reason I like modern AF, is that classic AF leads to a proliferation of personal views, most of which were created for one-off scenarios. This is a mess as most users can never remember how to share views. 
Putting the columns and filters within easy access, and making those changes temporary or savable, is a major improvement, IMO.
Yes, users have a fit whenever the UI changes, but Dynamics is a SasS product that you are paying big money for - if it didn't keep improving, we should be asking serious questions. 
Make a nice movie about it!

------------------------------
Donal McCarthy
BrightWork 365 Solution Architect
BrightWork
Galway
------------------------------

Original Message:
Sent: Oct 20, 2022 05:05 AM
From: Julia Streatfield
Subject: Modern Advanced Find - yay or nay?

Hi everyone

The modern advanced find was automatically turned on briefly earlier this week but luckily we worked out how to turn it off before anyone noticed.  You'll guess from that sentence what our view is but what about the wider CRM world?  If I knew how to set up a poll I'd do so as in our view, this is going to be one the most troublesome changes we've yet had to manage.  People struggle enough with advanced finds and this new version is not going to help.

Anyhow, minor rant over - what do you think about it?

Cheers
Jules

------------------------------
Julia Streatfield
CRM Business Intelligence Manager
CBI
London
------------------------------

Hi guys, 
What I've discovered so far, the funnel icon has been removed from the main ribbon (why????) Yes, users can select Edit Filters but you have to TELL them it's changed - thought I'd covered this one with a quick alert out to my CRM user group on Teams.  What I'm now finding is those that missed the alert are coming through in when they come to do a specific task with "can't find the funnel, help".  I've added Searching for Data with Advanced Find generic SOPs (standard operating procedures) to my user group also to help. 

The other personal observations are it's not as clear how to save a new Advanced Find/criteria - please let me know if anyone has discovered this, at the moment I've come up with click on the drop-down arrow to the right of the list view and scroll right down the very, very, very bottom of the list view and select Save As.

I also still can't work out how an individual user can share this view with other users (some of my super users do build advanced finds and save/share them) so it's back to the CRM team to provide system views (fine with that) but what also concerns me as an end user is the new FetchXML option - I'd prefer to leave that in System Admin land.

------------------------------
Sophie Marsh
Campden BRI
Chipping Campden
------------------------------

Original Message:
Sent: Oct 21, 2022 02:44 AM
From: Donal McCarthy
Subject: Modern Advanced Find - yay or nay?

I think it's fabulous!
The main reason I like modern AF, is that classic AF leads to a proliferation of personal views, most of which were created for one-off scenarios. This is a mess as most users can never remember how to share views. 
Putting the columns and filters within easy access, and making those changes temporary or savable, is a major improvement, IMO.
Yes, users have a fit whenever the UI changes, but Dynamics is a SasS product that you are paying big money for - if it didn't keep improving, we should be asking serious questions. 
Make a nice movie about it!

------------------------------
Donal McCarthy
BrightWork 365 Solution Architect
BrightWork
Galway

Original Message:
Sent: Oct 20, 2022 05:05 AM
From: Julia Streatfield
Subject: Modern Advanced Find - yay or nay?

Hi everyone

The modern advanced find was automatically turned on briefly earlier this week but luckily we worked out how to turn it off before anyone noticed.  You'll guess from that sentence what our view is but what about the wider CRM world?  If I knew how to set up a poll I'd do so as in our view, this is going to be one the most troublesome changes we've yet had to manage.  People struggle enough with advanced finds and this new version is not going to help.

Anyhow, minor rant over - what do you think about it?

Cheers
Jules

------------------------------
Julia Streatfield
CRM Business Intelligence Manager
CBI
London
------------------------------

Morning Sophie

You are right, there does seem to be a bit of a steep learning curve with this, we are just in the process of deciding how/when to roll this out to users.

In terms of sharing views, it's fairly straight forward, just not necessarily intuitive.  At the bottom of the View selector, is a selection 'Manage and Share Views':
Selecting that, then brings up a full list of views a user has access to, if they click the ellipsis next to the view they want to share, they will get this menu, the choices differ based on rights etc:

Clicking 'Share' then allows them to specify users/teams they wish to share with and specify the rights:

Where it is really unclear is that whilst you can add multiple users/teams to appear in the list under the 'Manage Share Access' you can only select one user/team to provide permissions, when you click 'Share' it then provides the same access to all users chosen, and those permissions don't show until you exit and then re-enter the 'Share' function.  This also means that if you want different people to have different permissions, you have to go through the share process multiple times.

Hope that helps

Matt

------------------------------
Matthew Vizor
Shelter
London
------------------------------

Original Message:
Sent: Oct 24, 2022 04:51 AM
From: Sophie Marsh
Subject: Modern Advanced Find - yay or nay?

Hi guys, 
What I've discovered so far, the funnel icon has been removed from the main ribbon (why????) Yes, users can select Edit Filters but you have to TELL them it's changed - thought I'd covered this one with a quick alert out to my CRM user group on Teams.  What I'm now finding is those that missed the alert are coming through in when they come to do a specific task with "can't find the funnel, help".  I've added Searching for Data with Advanced Find generic SOPs (standard operating procedures) to my user group also to help. 

The other personal observations are it's not as clear how to save a new Advanced Find/criteria - please let me know if anyone has discovered this, at the moment I've come up with click on the drop-down arrow to the right of the list view and scroll right down the very, very, very bottom of the list view and select Save As.

I also still can't work out how an individual user can share this view with other users (some of my super users do build advanced finds and save/share them) so it's back to the CRM team to provide system views (fine with that) but what also concerns me as an end user is the new FetchXML option - I'd prefer to leave that in System Admin land.

44cc12b279e04ec196c639c9276e76fb@thread.skype","mentionType":"team"}" class="at-mentions-focus person-card-hover" role="link" aria-haspopup="true" aria-label="Opens Profile Card for CRM User Group" tabindex="0">CRM User Group - Happy Monday all, to re-cap on Friday's message..............

The funnel icon in the purple ribbon has been removed as part of the latest release wave, instead click on Edit Filters just below the ribbon and follow the step by step instructions in the SOPs

CRM team

------------------------------
Sophie Marsh
Campden BRI
Chipping Campden

Original Message:
Sent: Oct 21, 2022 02:44 AM
From: Donal McCarthy
Subject: Modern Advanced Find - yay or nay?

I think it's fabulous!
The main reason I like modern AF, is that classic AF leads to a proliferation of personal views, most of which were created for one-off scenarios. This is a mess as most users can never remember how to share views. 
Putting the columns and filters within easy access, and making those changes temporary or savable, is a major improvement, IMO.
Yes, users have a fit whenever the UI changes, but Dynamics is a SasS product that you are paying big money for - if it didn't keep improving, we should be asking serious questions. 
Make a nice movie about it!

------------------------------
Donal McCarthy
BrightWork 365 Solution Architect
BrightWork
Galway

Original Message:
Sent: Oct 20, 2022 05:05 AM
From: Julia Streatfield
Subject: Modern Advanced Find - yay or nay?

Hi everyone

The modern advanced find was automatically turned on briefly earlier this week but luckily we worked out how to turn it off before anyone noticed.  You'll guess from that sentence what our view is but what about the wider CRM world?  If I knew how to set up a poll I'd do so as in our view, this is going to be one the most troublesome changes we've yet had to manage.  People struggle enough with advanced finds and this new version is not going to help.

Anyhow, minor rant over - what do you think about it?

Cheers
Jules

------------------------------
Julia Streatfield
CRM Business Intelligence Manager
CBI
London
------------------------------

I agree with Donal and we have had postive feedback from our users too.

------------------------------
Regards, Adam Travers
Empath Services Ltd
Southampton
------------------------------

Original Message:
Sent: Oct 20, 2022 05:05 AM
From: Julia Streatfield
Subject: Modern Advanced Find - yay or nay?

Hi everyone

The modern advanced find was automatically turned on briefly earlier this week but luckily we worked out how to turn it off before anyone noticed.  You'll guess from that sentence what our view is but what about the wider CRM world?  If I knew how to set up a poll I'd do so as in our view, this is going to be one the most troublesome changes we've yet had to manage.  People struggle enough with advanced finds and this new version is not going to help.

Anyhow, minor rant over - what do you think about it?

Cheers
Jules

------------------------------
Julia Streatfield
CRM Business Intelligence Manager
CBI
London
------------------------------

We don't have many users that use Advanced Find (our admin/operations team typically creates views for them). What we're struggling with is that we turned off the "Add Columns" button because we have fields on the form that we lock conditionally, and we don't want people adding those columns to editable grids and being able to change those 'locked' fields. In order for the Modern AF to be useful, we need to expose the "Add Columns" button. We're working on adding FLS, but when we have conditional locks (if the Account is synced with our ERP, lock X, Y, Z fields), FLS won't solve the issue. Anyone have suggestions on how to handle conditional locking and showing those columns in editable grids?

------------------------------
Libby George
Sr. CRM Sales Analyst
Milwaukee Tool
Brookfield WI
------------------------------

Original Message:
Sent: Oct 20, 2022 05:05 AM
From: Julia Streatfield
Subject: Modern Advanced Find - yay or nay?

Hi everyone

The modern advanced find was automatically turned on briefly earlier this week but luckily we worked out how to turn it off before anyone noticed.  You'll guess from that sentence what our view is but what about the wider CRM world?  If I knew how to set up a poll I'd do so as in our view, this is going to be one the most troublesome changes we've yet had to manage.  People struggle enough with advanced finds and this new version is not going to help.

Anyhow, minor rant over - what do you think about it?

Cheers
Jules

------------------------------
Julia Streatfield
CRM Business Intelligence Manager
CBI
London
------------------------------

I have to say NAY for now.   We too were surprised, and fortunately caught it ourselves before a user reported it.  I don't remember anything saying that it was going to be updated in this release, and I read the weekly notes.  Also know that Merges were updated as part of the AF update. 
I agree that it has benefits, but there's a huge gap in that you cannot select from the full list of entities.  I'd be happy for someone to explain to me how to do that if I'm wrong, but we haven't found anything.
I don't find it as intuitive as the legacy version, especially how to save the changes as a new view since you're not doing it where you edit the filters.  
When you are selecting filters, and use a related entity, there's a empty row added automatically under the related entity, this has to be deleted if you're not using it.  Annoying. 
It's been very difficult to find detailed documentation on it from MIcrosoft. It's probably one of the most popular features of Dynamics, you'd think they'd be trumpeting these "improvements".  
As with most things these days, it seems Microsoft has put this out there before it's completed.  We'll be holding back at least until all entities can be queried.  
I think once it's actually complete it will be fine.

------------------------------
Cynthia Lagueux
Special Olympics Canada
ON
------------------------------

Original Message:
Sent: Oct 20, 2022 05:05 AM
From: Julia Streatfield
Subject: Modern Advanced Find - yay or nay?

Hi everyone

The modern advanced find was automatically turned on briefly earlier this week but luckily we worked out how to turn it off before anyone noticed.  You'll guess from that sentence what our view is but what about the wider CRM world?  If I knew how to set up a poll I'd do so as in our view, this is going to be one the most troublesome changes we've yet had to manage.  People struggle enough with advanced finds and this new version is not going to help.

Anyhow, minor rant over - what do you think about it?

Cheers
Jules

------------------------------
Julia Streatfield
CRM Business Intelligence Manager
CBI
London
------------------------------

I also think it's fabulous!  While there is a learning curve, the ease in editing columns (drag and drop, searching for a column), being able to search for a view when you click the drop-down for views, being able to hide a view (which hides it for the current user, giving the user control over what they see in the list), and allowing the user to choose if the views are alphabetical or separated by personal and system – these enhancements are worth it.

Regarding the entities – the entities are now subject so the model-driven app, so if included in the model-driven app, they will show up; if not included, they will not show up.  This gives the sys admin control to limit the long list of entities in Dynamics to only those that the user actually needs.

We had some issues with it when it was first introduced in Wave 1, but worked with Microsoft to resolve. 

------------------------------
Darcy Smith
ICF
------------------------------

Original Message:
Sent: Oct 21, 2022 10:58 AM
From: Cynthia Lagueux
Subject: Modern Advanced Find - yay or nay?

I have to say NAY for now.   We too were surprised, and fortunately caught it ourselves before a user reported it.  I don't remember anything saying that it was going to be updated in this release, and I read the weekly notes.  Also know that Merges were updated as part of the AF update. 
I agree that it has benefits, but there's a huge gap in that you cannot select from the full list of entities.  I'd be happy for someone to explain to me how to do that if I'm wrong, but we haven't found anything.
I don't find it as intuitive as the legacy version, especially how to save the changes as a new view since you're not doing it where you edit the filters.  
When you are selecting filters, and use a related entity, there's a empty row added automatically under the related entity, this has to be deleted if you're not using it.  Annoying. 
It's been very difficult to find detailed documentation on it from MIcrosoft. It's probably one of the most popular features of Dynamics, you'd think they'd be trumpeting these "improvements".  
As with most things these days, it seems Microsoft has put this out there before it's completed.  We'll be holding back at least until all entities can be queried.  
I think once it's actually complete it will be fine.

------------------------------
Cynthia Lagueux
Special Olympics Canada
ON

Original Message:
Sent: Oct 20, 2022 05:05 AM
From: Julia Streatfield
Subject: Modern Advanced Find - yay or nay?

Hi everyone

The modern advanced find was automatically turned on briefly earlier this week but luckily we worked out how to turn it off before anyone noticed.  You'll guess from that sentence what our view is but what about the wider CRM world?  If I knew how to set up a poll I'd do so as in our view, this is going to be one the most troublesome changes we've yet had to manage.  People struggle enough with advanced finds and this new version is not going to help.

Anyhow, minor rant over - what do you think about it?

Cheers
Jules

------------------------------
Julia Streatfield
CRM Business Intelligence Manager
CBI
London
------------------------------

Here is a link to some documentation in case you didn't already find it:  https://learn.microsoft.com/en-us/power-apps/user/grid-filters-advanced
Also, if you click in the main/global search at the top in the middle; at the bottom of the dropdown list you should see a link that says: Search for rows in a table using advanced filters.  Clicking on that will give you a list of all entities to select from.

------------------------------
Jeff Henry
Application Manager
XTRA Lease
Saint Louis MO
------------------------------

Original Message:
Sent: Oct 21, 2022 10:58 AM
From: Cynthia Lagueux
Subject: Modern Advanced Find - yay or nay?

I have to say NAY for now.   We too were surprised, and fortunately caught it ourselves before a user reported it.  I don't remember anything saying that it was going to be updated in this release, and I read the weekly notes.  Also know that Merges were updated as part of the AF update. 
I agree that it has benefits, but there's a huge gap in that you cannot select from the full list of entities.  I'd be happy for someone to explain to me how to do that if I'm wrong, but we haven't found anything.
I don't find it as intuitive as the legacy version, especially how to save the changes as a new view since you're not doing it where you edit the filters.  
When you are selecting filters, and use a related entity, there's a empty row added automatically under the related entity, this has to be deleted if you're not using it.  Annoying. 
It's been very difficult to find detailed documentation on it from MIcrosoft. It's probably one of the most popular features of Dynamics, you'd think they'd be trumpeting these "improvements".  
As with most things these days, it seems Microsoft has put this out there before it's completed.  We'll be holding back at least until all entities can be queried.  
I think once it's actually complete it will be fine.

------------------------------
Cynthia Lagueux
Special Olympics Canada
ON

Original Message:
Sent: Oct 20, 2022 05:05 AM
From: Julia Streatfield
Subject: Modern Advanced Find - yay or nay?

Hi everyone

The modern advanced find was automatically turned on briefly earlier this week but luckily we worked out how to turn it off before anyone noticed.  You'll guess from that sentence what our view is but what about the wider CRM world?  If I knew how to set up a poll I'd do so as in our view, this is going to be one the most troublesome changes we've yet had to manage.  People struggle enough with advanced finds and this new version is not going to help.

Anyhow, minor rant over - what do you think about it?

Cheers
Jules

------------------------------
Julia Streatfield
CRM Business Intelligence Manager
CBI
London
------------------------------

Thanks Jeff - there's more useful information in here than what I found on Microsoft sites!
When we turned off the Modern Advanced Find in our Live environment, we left it on in our Sandbox, and have been testing and documenting there. 

The main/global search at the top in the middle has never appeared there, though it's in our Live environment. In Sandbox we still have the old magnifying glass. Also more interestingly, though the MAF is on, we still have the Advanced Find "funnel" in Sandbox.  I thought that both environments would be the same, but clearly not.

------------------------------
Cynthia Lagueux
Special Olympics Canada
ON
------------------------------

Original Message:
Sent: Oct 24, 2022 09:06 AM
From: Jeff Henry
Subject: Modern Advanced Find - yay or nay?

Here is a link to some documentation in case you didn't already find it:  https://learn.microsoft.com/en-us/power-apps/user/grid-filters-advanced
Also, if you click in the main/global search at the top in the middle; at the bottom of the dropdown list you should see a link that says: Search for rows in a table using advanced filters.  Clicking on that will give you a list of all entities to select from.

------------------------------
Jeff Henry
Application Manager
XTRA Lease
Saint Louis MO

Original Message:
Sent: Oct 21, 2022 10:58 AM
From: Cynthia Lagueux
Subject: Modern Advanced Find - yay or nay?

I have to say NAY for now.   We too were surprised, and fortunately caught it ourselves before a user reported it.  I don't remember anything saying that it was going to be updated in this release, and I read the weekly notes.  Also know that Merges were updated as part of the AF update. 
I agree that it has benefits, but there's a huge gap in that you cannot select from the full list of entities.  I'd be happy for someone to explain to me how to do that if I'm wrong, but we haven't found anything.
I don't find it as intuitive as the legacy version, especially how to save the changes as a new view since you're not doing it where you edit the filters.  
When you are selecting filters, and use a related entity, there's a empty row added automatically under the related entity, this has to be deleted if you're not using it.  Annoying. 
It's been very difficult to find detailed documentation on it from MIcrosoft. It's probably one of the most popular features of Dynamics, you'd think they'd be trumpeting these "improvements".  
As with most things these days, it seems Microsoft has put this out there before it's completed.  We'll be holding back at least until all entities can be queried.  
I think once it's actually complete it will be fine.

------------------------------
Cynthia Lagueux
Special Olympics Canada
ON

Original Message:
Sent: Oct 20, 2022 05:05 AM
From: Julia Streatfield
Subject: Modern Advanced Find - yay or nay?

Hi everyone

The modern advanced find was automatically turned on briefly earlier this week but luckily we worked out how to turn it off before anyone noticed.  You'll guess from that sentence what our view is but what about the wider CRM world?  If I knew how to set up a poll I'd do so as in our view, this is going to be one the most troublesome changes we've yet had to manage.  People struggle enough with advanced finds and this new version is not going to help.

Anyhow, minor rant over - what do you think about it?

Cheers
Jules

------------------------------
Julia Streatfield
CRM Business Intelligence Manager
CBI
London
------------------------------