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Maximizing Your Sales with Microsoft® Dynamics™ CRM 2011 by Adam Kachinske, Timothy Kachinske, Edward Kachinske

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Chapter 3. Searches and Views

Finding records

You can have a million records in your database, but it won’t do you any good if you can’t find them. Using the Quick Find and Advanced Find features in Microsoft Dynamics CRM, you can easily find a single record, and you can create a sub-set of your database for inclusion in a marketing list, campaign, quick campaign, export, or more.

Task A Searching with a Quick Find

When you are looking at a list of records—like a list of contacts or accounts—you can easily search for specific records within the list using the search field. The search field appears at the top of every record list.

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