Advanced Find operator

Attribute Type(s)	Operators		Result
Single Line of Text Customer Lookup Status Status Reason Two Option Option Set	Equals	First Name Equals John	John
	Does Not Equal	First Name Does Not Equals John	Don
	Contains	First Name Contains Alli	Allison, Hallie
	Does Not Contains	First Name Does Not Contains Alli	Abraham, Alex etc
	Begins With	First Name Begins With Alli	Allison
	Does Not Begins With	First Name Does Not Begins With Alli	Abraham, Alex etc
	Ends With	First Name Ends With Son	Allison
	Does Not Ends With	First Name Does Not Ends With Son	Abraham, Alex etc
	Contains Data	First Name Contains Data	All records where First Name has something
	Does Not Contains Data	First Name Does Not Contains Data	All records where First Name is empty.
Multiple Line of Text	Contains	Same as Single Line of Text
	Does Not Contains
	Begins With
	Does Not Begins With
	Ends With
	Does Not Ends With
	Contains Data
	Does Not Contains Data
Currency Whole Number Decimal Number Floating Point Number	Equals	Same as Single Line of Text
	Does Not Equal
	Contains Data
	Does Not Contains Data
	Is Greater Than	Salary Is Greater Than 5000	5001, 6000, 10000
	Is Greater Than or Equal To	Salary Is Greater Than or Equal To 5000	5000,5001, 6000, 10000
	Is Less Than	Salary Is Less Than 5000	4999, 4500
	Is Less Than or Equal To	Salary Is Less Than or Equal To 5000	5000, 4999, 4500
Primary Key	Equals	Contact Equals Allison
	Does Not Equal	Same as Single Line of Text
	Contains Data
	Does Not Contains Data
Owner	Equals Current User	Owner Equals Current User	Records owned by logged in user
	Does Not Equal Current User	Owner Does Not Equal Current User	Records not owned by logged in User
	Equal Current User Or His Reporting Hierarchy	Owner Equal Current User Or His Reporting Hierarchy	Records owned by current user or other users from his reporting hierarchy
	Equal Current User And His Teams Or His Reporting Hierarchy And Their Teams	Owner Equal Current User And His Teams Or His Reporting Hierarchy And Their Teams	Records owned by current user and all teams of current user Or other users and their teams from his reporting hierarchy
	Equals Current User's Teams	Owner Equals Current User's Teams	Records owned by all teams of current user.
	Equals Current User Or User's Teams	Owner Equals Current User Or User's Teams	Records owned by current user or all teams of current user.
	Equals	Same as Single Line of Text
	Does Not Equal
	Contains Data
	Does Not Contains Data
	Contains
	Does Not Contains
	Begins With
	Does Not Begins With
	Ends With
	Does Not Ends With
Date Time	On	Birthday On 12/15/1985	12/15/1985
	On or After	Birthday On or After 12/15/1985	12/15/1985 , 12/16/1985,01/01/1990
	On or Before	Birthday On or Before 12/15/1985	12/15/1985 , 12/14/1985,01/01/1980
	Yesterday	Birthday Yesterday 12/15/1985	12/14/1985
	Today	Birthday Today	If today = 09/23/2016, then 09/23/2016
	Tomorrow	Birthday Tomorrow	If today = 09/23/2016, then 09/24/2016
	Next 7 Days	Birthday Next 7 Days	Excluding today next seven days
	Last 7 Days	Birthday Last 7 Days	Excluding today last  seven days
	Next Week	Birthday Next Week	From upcoming Sunday to Saturday records
	Last Week	Birthday Last Week	From last Saturday to Sunday records
	This Week	Birthday This Week	Current Week - Sunday to Saturday
	Next Month	Birthday Next Month	From 1st day of Next month to last day of Next month
	Last Month	Birthday Last Month	From 1st day of Last month to last day of Last month
	This Month	Birthday This Month	From 1st day of current month to last day of current month
	Next Year	Birthday Next Year	if current year is 2016, then records from 01/01/2017 to 12/31/2017
	Last Year	Birthday Last Year	if current year is 2016, then records from 01/01/2015 to 12/31/2015
	This Year	Birthday This Year	if current year is 2016, then records from 01/01/2016 to 12/31/2016
	Last X Hours	Createon Last X Hours 2	If current time is 12:10 PM, then records from 10:00 AM to 12:10 PM
	Next X Hours	Createon Next X Hours 2	If current time is 12:10 PM, then records from 12:10 PM to 2:00 PM
	Last X Days	Createon Last X Days 2	If today is 09-26-2016, then records from 09-24-2016 12:00 AM, to 09-26-2016
	Next X Days	Createon Next X Days 2	If today is 09-26-2016 12:12 PM, then records from 09-26-2016 12:12  PM, to 09-28-2016 12:00 AM
	Last X Weeks	Createon Last X Weeks 2	If today is 09-26-2016 12:15 PM Monday, then records from 09-12-2016 12:00 AM to 09-26-2016 12:15 PM
	Next X Weeks	Createon Next X Weeks 2	If today is 09-26-2016 12:15 PM Monday, then records from 09-26-2016 12:15 PM to 10-10-2016 12:00 AM
	Last X Months	Createon Last X Months 2	If today is 09-26-2016 12:15 PM Monday, then records from 07-26-2016 12:00 AM to 09-26-2016 12:15 PM
	Next X Months	Createon Next X Months 2	If today is 09-26-2016 12:15 PM Monday, then records from 09-26-2016 12:15 PM to 11-26-2016 12:00 AM
	Last X Years	Createon Last X Years 2	If today is 09-26-2016 12:15 PM Monday, then records from 09-26-2014 12:00 AM to 09-26-2016 12:15 PM
	Next X Years	Createon Next X Years 2	If today is 09-26-2016 12:15 PM Monday, then records from 09-26-2016 12:15 PM to 09-26-2018 12:00 AM
	Any Time	Createon Any Time	Where createdOn is not null.
New operators in 2016	Older Than X Minutes	Createon Older Than X Minutes 20	All records except records created in last 20 mins. If today is 09-26-2016 12:20 PM, then all records created before 09-26-2016 12:00 PM
	Older Than X Hours	Createon Older Than X Hours 2	All records except records created in last 2 hours. If today is 09-26-2016 12:20 PM, then all records created before 09-26-2016 10:20 AM
	Older Than X Days	Createon Older Than X Days 2	All records except records created in last 2 days. If today is 09-26-2016 12:20 PM, then all records created before 09-24-2016 12:20 PM
	Older Than X Weeks	Createon Older Than X Weeks 2	All records except records created in last 2 Weeks. If today is 09-26-2016 12:20 PM, then all records created before 09-12-2016 12:20 PM
	Older Than X Months	Createon Older Than X Months 2	All records except records created in last 2 Months. If today is 09-26-2016 12:20 PM, then all records created before 07-26-2016 12:20 PM
	Older Than X Years	Createon Older Than X Years 2	All records except records created in last 2 Years. If today is 09-26-2016 12:20 PM, then all records created before 09-26-2014 12:20 PM
	Contains Data	Same as Single Line of Text
	Does Not Contain Data
	In Fiscal Year	Createon In Fiscal Year	Filters are same as any other Datetime operation but values are based on how you have fiscal Year and Period.
	In Fiscal Period	Createon In Fiscal Period
	In Fiscal Period and Year	Createon In Fiscal Year and Period
	In or After Fiscal Period	Createon In or After Fiscal Period
	In or Before Fiscal Period	Createon In or Before Fiscal Period
	Last Fiscal Year	Createon Last Fiscal Year
	This Fiscal Year	Createon This Fiscal Year
	Next Fiscal Year	Createon Next Fiscal Year
	Last X Fiscal Year	Createon Last X Fiscal Year
	Next X Fiscal Year	Createon Next X Fiscal Year
	Last Fiscal Period	Createon Last Fiscal Period
	This Fiscal Period	Createon This Fiscal Period
	Next Fiscal Period	Createon Next Fiscal Period
	Last X Fiscal Periods	Createon Last X Fiscal Period
	Next X Fiscal Periods	Createon Next X Fiscal Period

Email template : Show Date or Time portion only for DateTime attribute

Sometime when sending emails using email templates we do not want to show time portion, e.g. BirthDate.

Contact record

Email Template

Email using template

 To remove time portion from BirthDate in email template, you need to modify template XML.

1. Create Solution, with email template
2. Export Solution to local machine
3. Open Customization.xml file.
4. Look for email template
5. In Email template XML, check  presentationxml tag.

        It will look like

  <template><text><![CDATA[Dear&#160;]]></text><slugs><slug><entity>contact</entity><attribute>fullname</attribute></slug><default></default></slugs><text><![CDATA[ <font face="Tahoma, Verdana, Arial" size=2 style="display:inline;"></font><div>Your date of birth in system is&#160;]]></text><slugs><slug><entity>contact</entity>&lt;attribute>birthdate</attribute></slug><default></default></slugs><text><![CDATA[ </div><div><br></div>]]></text></template>

6. This is decoded HTML, you can use online HTML decoders to decode, or look for attribute, e.g. BirthDate

 < template >< text > <![CDATA[Dear ]] >< /text >< slugs >< slug >< entity >contact< /entity >fullname< /attribute >< /slug >< default >< /default>< /slugs >< text >< ![CDATA[?< font face="Tahoma, Verdana, Arial" size=2 style="display:inline;" >< /font >< div >Your date of birth in system is ]] >< /text >< slugs >< slug >< entity >contact< /entity >< attribute >birthdate < /attribute >< /slug >< default >< /default >< /slugs >< text >< ![CDATA[?< /div >< div >< br >< /div >]]>< /text >< /template >

7.Change  < attribute >birthdate < /attribute >  to  < attribute >birthdate/@date < /attribute >

8. Encode template HTML, and put it back into Customization.xml file in presentationxml tag. 

9.  Save customization file, Zip and re-import to CRM.

10. Don't Forgot to publish solution.

Note: It might be when you re-import solution some special character added in template.

Remove special character, save template

Now try now email with same template, and you will see only date portion of BirthDay.

In case want to show only time from datetime field, in email template then change 

7.Change  < attribute >birthdate < /attribute >  to  < attribute >birthdate/@time < /attribute >

Email Signature

In CRM 2016 / Online, you can create email signature, which will be used when sending emails from CRM.

• Email Signature will be created for Individual user or team
• User can create more than one email signatures
• Default signature will be automatically added to email when email created in CRM system.
• User can select different signature for email, if user has more than one signature.
• Each user or team has only one default signature.
• When you change the owner of an email signature, the signature reverts to non-default. For example, a signature is a default for user A. User A assigns it to queue X and queue X already has a default signature. The signature assigned will be non-default for queue X. If queue X does not have a default signature, the new signature will become the default signature.
• When Form field in email changed, email signature for User / Queue owner will be automatically added to email, if user / queue owner has default signature. 

To create Email signature 

• Go to user settings and select options 

• Then select Email Signatures tab

• Create new Signature

You can set default signature, by clicking on “Set as Default” ribbon button.

If want to remove default signature, for default signature ribbon button will be “Remove Default”.

• Once Signature is created, now create email
• By default Form field will be user, and if user has default signature, then signature will be automatically populated in email. 

•    If there are multiple signature for users and don’t want to use default signature for email, then use “Insert Signature” button shown in Email rich text box ribbon.