CRM Advanced Find – how does it work?
March 10, 2009 by JFerguson
Many users can struggle with Advanced Find, and do not realise the power that it can provide in slicing and dicing the data in your Microsoft CRM solution.
On the Dynamics Site there’s a great video tutorial on how you can leverage this tool … to quote:
Learn the steps for running queries in Advanced Find, including entering the criteria, or fields, that will help you filter your search. Also, save your Advanced Find search results as a personal view that you can access any time you want.
If you want text, step by step instructions, you can find that here.
CSG runs all of the Microsoft curriculum for Dynamics CRM – so if you’d like more information, check out our training section.
‘til next time.
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