There are several ways to locate a specific record An entry in the Microsoft Dynamics CRM Online database that stores all the information about a specific item, such as a contact. Records are like individual index cards in an index-card filing system. You can view basic information about records in a list, and you can view or change detailed information about records in a form. when you're working with a list The summary view for a group of records, such as accounts or contacts, or the result of an Advanced Find query. You can view detailed information about a record by opening the form for the record. of records, or when you're filling out a form A page that displays detailed information that users have entered into Microsoft Dynamics CRM Online about a specific record, such as all information about a contact.Information that users enter in a form is stored in Microsoft Dynamics CRM Online as a record.. With Advanced Find A tool used to search for specific records and activities., you can also save your search as a saved view An Advanced Find search that has been saved. Saved views are personal views that appear in the View lists for the record types they are searching on. With saved views, you can save the criteria of a search to use again later. You can also share your saved views with others. to use again later.
