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Microsoft Dynamics® CRM 4.0 Step by Step by Jim Steger Mike Snyder Kara O’Brien, and Brendan Landers

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Chapter 15. Using Advanced Find

Chapter at a Glance

Using Advanced Find

In this chapter, you will learn to

Perform ad hoc queries by using Advanced Find.

Organize and format Advanced Find results.

Create a saved view.

Use saved views to share your queries with other users.

Build a complex query to search data.

Use bulk edit and bulk assign to take action on query results.

An important benefit of CRM systems is the central repository of customer data that builds as sales, marketing, and customer service teams track their interactions with customers. As this store of data grows, managers face the need to report on and analyze the data to understand trends and identify ...

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