Client Interest Database: Advanced Find & Views
By MLD Solutions Inc.
Date and time
Wed, Feb 28, 2018 10:30 AM - 11:00 AM EST
Location
GoTo Meeting
Description
Dynamics 365 Advanced Find & Views
Can be very straightforward – find all contacts in a certain province
To the complex – find all contacts that have a related activity named “xxxx”
Useful for mass editing, charts, reports
Setting criteria for views
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