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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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Creating and Sharing a Saved View

What if, sometime in the future, you want to run the same Advanced Find query for which you have already defined the criteria, specified the output format, and defined the sort order to address your needs? You would find it frustrating if you had to go through all of these steps each time you wanted to produce the report. Fortunately, Microsoft Dynamics CRM allows you to create saved views to save your Advanced Find queries for future use. Saved views can be run or modified at a later date, sparing you from recreating reports that you run on a regular schedule.

Tip

Although saved views store the specified criteria and formatting settings, results are dynamic and reflect the records that match your search criteria ...

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