D365: Why do fields go missing from Advanced Find

March 1, 2019 priyeshwagh777 Dynamics 365, Dynamics 365 CE advanced find, dynamics 365 customer engagement, missing fields

At times, end users are used to working with Advanced Find a lot without having much control over what they can customize. Because for obvious reasons, they are users. And not someone who customize the system.

In this case, they might also not know what they can’t search for in the Advanced Find and are led into believing that all the fields are being shown.

And they could even wonder why it doesn’t appear in Advanced Find when they can see it on the Form/View.

However, there’s a configuration which can either hide/show the fields in the Advanced Find.

Making Fields Searchable

So this is the answer. If fields are not Searchable, they don’t appear in Advanced Find

Advanced Find field list with the missing field

And, when the Searchable is set to Yes, they appear in the Advanced Find.

Advanced Find showing the Searchable enabled field

So that’s why. Hope this helps!

D365 Quick Tip: Simple & Detailed Mode in Advanced Find

February 25, 2019 priyeshwagh777 dynamics 365 administration, Dynamics 365 CE advanced find, Dynamics 365, dynamics 365 administration

If you ever wanted to refine your Personal Settings and ever came across this setting that asks your to set the default mode in Advanced Find

But didn’t observe the Advanced Find well? Here’s what it does

Simple Mode

As per Advanced Find behavior, the view which you are on is pre-selected in the Advanced Find.

And observe that the query is locked and you actually need to click on Details to expand it or make it editable

And then it expands like this

Detailed Mode

In Detailed mode, if you click on Advanced Find button, the query will already be in detailed view ready for you to be edited directly without you needed to click on Details as in Simple mode

Hope this quick tip saves you that extra bit of second. 🙂

Failed to Generate Excel error when trying to Export Data from Advanced Find

January 23, 2019 priyeshwagh777 dynamics 365 administration, Dynamics 365 CE advanced find, dynamics 365 administration, dynamics 365 help, export to excel, failed to generate excel

Here is the most common issues seen while trying to Export data to Excel from an Advanced Find view. And you end up seeing this error which says ‘Failed to Generate Excel’ –

Getting the Error

So this is what you typically do – When you run an Advanced Find and click on Export when you see the results
Or, when you are in an entity’s view and you want to Export to Excel right from the ribbon button like this –
But, as soon as the File is being generated and you feel you’re there –
You see this –

Culprit

The reason for this is – Redundant Display Names of the fields used in the View you are exporting

How to catch this

The easiest way to catch this is trying to Export the view to Excel Online, this will give you the exact error

The Downloaded Log File won’t help much in identifying the column that is duplicate though, you’ll need to go through the Columns manually to check