Advanced Find in HR for Dynamics

Objective

The results generated by the Advanced Find function display specific and detailed information for any information contained within the HR for Dynamics system which can then be easily shared across the organization to facilitate business critical decisions.

Users can create complex filters and queries based on any fields within or related to the record being searched, then these views can be used to feed charts, update management, and display information tailored to suit the requirements of the data end-user, taking the data from a tailor made Advanced Find format to a simple, effective, and familiar method of delivery.

Click Through

Careful: This tutorial can only be used by accessing the old Advanced Settings that are going to be deprecated by Microsoft. As long as the old Advanced Settings can still be accessed, this tutorial remains available.
Please note that you can only allow access the old Advanced Settings with System Admin credentials.

To allow access to the old advanced settings, follow these steps:

Start in the Power Platform Admin Center
Click on Environments
Select the correct Environment
Click on Settings in the top ribbon
Click on Product and then on Features
Scroll down to Environment settings behavior and switch off Advanced Settings Redirection
Click on Save
Give it some time to update!

After the old Advanced Settings have been activated, you can access the Advanced Find as follows:

Start in HR HUB
Click on the gear wheel icon in the upper right corner and select Advanced Settings
A new window opens
In the new window, select the 'Advanced Find' icon (Funnel icon) in the top bar
A new window opens
Here you can define filters for every data query you need using the drop-down menus
Choose Filters as required, then click on the red exclamation mark to show results

Hint

Using the Advanced Find, you can for example define eligibility criteria for employee Benefits.
To switch back to the new Advanced Settings, reactivate Advanced Settings Redirection via the Admin Center as described above.

Result

In the example shown below, the Advanced Find filters are defined in a way that will display all male employees who started in the company on or after January 1st 2020.