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Published: 3/12/2008
Updated: 12/7/2009
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You can use the following links to videos and articles that contain examples of using Advanced Find to find specific records for sales, marketing, service, and customization.
Videos
Video: Using Advanced Find
In this video, learn the steps for running queries in Advanced Find, including entering the criteria, or fields, that will help you filter your search. Also, save your Advanced Find search results as a personal view that you can access any time you want. Length: 3:11 minutes
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Reporting with Microsoft Dynamics CRM Online
Take a complete tour of using Advanced Find to find information, exporting data to Microsoft Office Excel to analyze it, using default reports, and creating your own reports by using the Report Wizard. Length: 15:39 minutes
Though this video uses Microsoft Dynamics CRM Online, all the concepts and steps are the same for Microsoft Dynamics CRM (On-Premise Edition).
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Video: Create a personal view
This video walks you through the steps for creating a personal view and saving it using Advanced Find. It includes how to set the criteria and how to define which columns are displayed. Length: 2:58 minutes
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Getting Started articles
8 steps to get started with Advanced Find
Learn the options for finding and analyzing your Microsoft Dynamics CRM data, and find out what to do first to get the information you need quickly.
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Book excerpt: Using Advanced Find
Download this free copy of a chapter from Microsoft Dynamics CRM 4.0 Step by Step. It provides straightforward and useful tips for using the Advanced Find feature to search for records and create views.
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Quick tip: Add columns to your personal views
Adding columns to your personal views makes it possible to see different information, all in a list, without opening individual records.
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Add columns to a view
In Microsoft Dynamics CRM, there are two ways to add columns to a view or remove existing columns. The first method is to create a saved view with the columns you want. The second method is for a System Administrator or System Customizer to make changes to System views.
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Quick tip: Sort records by multiple columns
Quickly scan a list of records by sorting the list on multiple columns.
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Advanced Find - Unexpected results with AND groupings
Using an AND grouping to find multiple records may not return the results you expect. Sub queries may be a better approach to your search.
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Sales articles with Advanced Find examples
Work while you wait: Create a printable report of phone calls
Print a report of today's phone-call activities while you are waiting in the car, or when you have extra time before a meeting begins.
Read this article...
Are your customers buying?
Are the quotes created by your sales force resulting in success? This article gives you a step by step procedure to create a dynamic Microsoft Office Excel PivotTable to find out.
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View and evaluate the quality of your sales territories
Evaluate sales territories using Microsoft MapPoint North America 2004 after gathering information from Microsoft Dynamics CRM and exporting it to Microsoft Office Excel 2003.
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Plan a sales trip in 20 minutes
Create a targeted plan for your next sales trip.
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Don't lose customers when a salesperson leaves your organization
Don't lose business when a salesperson leaves. Make sure their key sales data is accessible by their replacement, and that no undone tasks are left unassigned.
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Get ready for vacation
Share your records with specific co-workers, reassign scheduled activities, and send customers a notice that you'll be out on vacation.
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Import your Outlook contacts into Microsoft Dynamics CRM
You can import your contacts from Outlook and integrate their information into Microsoft Dynamics CRM.
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Create mailing labels from a marketing list
Perform a mail merge and create mailing labels from a marketing list with Microsoft Dynamics CRM.
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Hitting the road with Microsoft Dynamics CRM for Outlook with Offline Access
When on the road, use Microsoft Dynamics CRM for Outlook with Offline Access to set up and activate a local CRM data group on your laptop. You can activate and deactivate these local data groups to change the data that you want available.
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Marketing articles with Advanced Find examples
Fine-tune your marketing lists with Advanced Find
Are your marketing lists incomplete or out of date? Qualify your marketing lists by applying filter criteria to them using Advanced Find.
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Leverage marketing lists across your team
In Microsoft Dynamics CRM, you can use marketing lists to accomplish a wide variety of goals. Learn how to create useful marketing lists, and then use them to perform a mail merge and print a call-down sheet.
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Campaigns from start to finish
Learn how to manage your campaigns from inception through completion.
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Creating a winning marketing list
You can create a winning business marketing list with Microsoft Dynamics CRM 4.0. Let Microsoft Dynamics CRM help you target the right customers with e-mail marketing lists and more.
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Service articles with Advanced Find examples
Keep your knowledge base fresh with article reviews
Capture your team's comments and suggestions and then run reports to determine which articles to update.
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Track returned products
Set up cases to track returns and generate a report to view the data collected.
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Customization articles with Advanced Find examples
Security and customization
Describes the privileges you must have to access Customization features and how security applies to the customizations that you create.
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Personal customizations
Everyone can personalize Microsoft Dynamics CRM. Know the personalizations that everyone can perform so that you can focus on customizations that affect the entire organization.
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Configure drop-down (picklist) fields
Categorizing records is critical to having meaningful processes and reports. This article describes how to create and edit drop-down list (picklist) fields in Microsoft Dynamics CRM.
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Configure fields
All fields in Microsoft Dynamics CRM share some common configuration tasks. This article describes how to: add fields to a form, change field labels, make a field required, disable a field, prevent a field from being removed, control whether a field can be used in Advanced Find, move or remove a field, change the width, add scripts, or set the IME mode of fields.
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Blog posts
Customize Marketing List (List Member View)
Customize the List Member View of a marketing list using Advanced Find.
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