Advanced Find: Find Notes with Attachments
One problem I had recently was to find all the documents that existed in the CRM system that were on the notes. The solution to the problem was to use an Advanced Find to solve the problem. To achieve the results I've used Dynamics CRM 4 but this will work with Dynamics CRM 3 as well. The reason I had to do this was that CRM isn't really the best for storing a large amount of documents. For that Microsoft SharePoint Services (WSS) or Microsoft Office SharePoint Server (MOSS) is better suited to do.
- Start your web browser and navigate to your CRM website
- Click on the Advanced Find button
- On "Look for" change the entity to Notes
- Choose "File Name" from the criteria and set the search value to "Contains Data"
- Next (this is a Dynamics CRM 4 feature) I clicked on Edit Columns and added "Account Name (regarding)" so that I can see the account the record is tied to. Now for this query I was only wanting the account name but didn't want to filter on just the account name so that if the item was in an Opportunity I could also see the account the document belonged to.
- Next I clicked the Find button to see my information and was happy to see the documents that are in the system with the account name listed.
