Advanced Find as a Reporting Tool

Advanced find is used as a search tool within Microsoft Dynamics CRM, but it can also be used as a reporting tool. You can use advanced find to create views of data that meet certain criteria, and save those views for yourself and to share with others.

Here’s an example of a query you could create in advanced find that would show you the related records with a specific owner:

Advanced Find CRM 2013

As you can see, this is a very basic query, but you can use advanced find to pull up all the data that meet certain criteria quickly and easily.



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