How-to Create Advanced Finds & Views in Microsoft Dynamics CRM

What good is the data in your Dynamics CRM system if you cannot access it quickly and format it properly for easy user consumption? Probably not much good. As a repository for mounds and mounds of data, Microsoft Dynamics CRM is home to a wealth of information about your organization. From sales data to marketing effort analysis and even to customer care feedback, forms and integrations native to Dynamics CRM help you capture the most important data points so that you can turn all those rows of information into crucial and actionable insight. So, if the information is in there, how do we get it out? Use this guide to learn how to create and leverage Advanced Find and View in Microsoft Dynamics CRM.

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I.B.I.S., Inc., a Sonata Software Company

Founded in 1989, I.B.I.S., Inc., a Sonata Software Company, is a Microsoft Dynamics Partner focused on Microsoft Dynamics AX and Microsoft Dynamics CRM, with four Microsoft Gold Competencies, including enterprise resource planning (ERP), customer...READ MORE