Getting Started

Book excerpt: Using Advanced Find

The book Microsoft Dynamics CRM 4.0 Step by Step is an excellent resource for understanding and successfully using this software. Chapter 15, "Using Advanced Find", provides straightforward instructions and tips for using the Advanced Find feature, including how to:

Perform ad hoc queries 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.

Read This Chapter

Microsoft Dynamics CRM 4.0 Step by Step

	Audience:	Beginners
	Language:	English
	Authors:	Jim Steger, Mike Snyder, Brad Bosak, Corey O'Brien, Philip Richardson
	ISBN-10:	0-7356-2576-X
	ISBN-13:	978-0735625761
	List Price:	$29.99
	Read Chapter:	Chapter 15: Using Advanced Find
	Buy Online:	Buy This Book

Top

About the Authors

Mike Snyder is recognized as an industry-leading CRM expert. Mike is a cofounder and principal of Sonoma Partners, a Chicago-based consulting firm that specializes in Microsoft Dynamics CRM Online implementations. Microsoft twice awarded Sonoma Partners the Global Microsoft CRM Partner of the Year.

Jim Steger has architected and led multiple award-winning Microsoft Dynamics CRM Online deployments, including complex enterprise integration projects. He's been developing solutions and writing code forMicrosoft Dynamics CRM Online since the version 1.0 beta. He acted as a technical reviewer for several of the Microsoft Dynamics CRM Online certification exams. He is also a cofounder and principal of Sonoma Partners.

Top