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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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Organizing and Formatting Advanced Find Results

As you can see, Microsoft Dynamics CRM gives you the power to create a report that contains a set of records based on specific, user-defined criteria that is simple to put together. In addition to building your own search query, you can also format Advanced Find results to include additional data columns and sort, order, and size the results columns to meet your reporting needs. You can do the following:

  • Add any column you want to the results.

  • Adjust the order of the columns.

  • Modify the size of each column.

  • Define the sort order of the output.

For example, you might want to create a list of contacts that includes the contact name and primary address fields in a specific order. This can be accomplished ...

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