Learn how to use search to locate a record in this video. Discover how to search for accounts, contacts, leads, opportunities, and cases, as well as how to use the search results filter to specify a record type.
- [Instructor] Thus far, we've been browsing, … opening up different lists, and looking at them. … If I'm looking for something specific in Dynamics, … the way I'm most likely to try to find it … is by using Search, which is a powerful Dynamics feature. … When you search, it doesn't search every single field. … If it did, in a large organization, … the results would overwhelm you. … So this is not a good way, for example, … to locate all the businesses in Columbus, Ohio. … You would use a filter to do that. … This is, however, a great way to find … specific accounts and specific contacts, … specific companies, specific individuals. … Search is right up here on the toolbar at the top. … Simply click Search. … And I'm looking for Jim Glynn, who's one of our contacts. … Press Enter and Jim Glynn, right here, … currently at Coho Winery. … Now, if I wanted to click into this contact, … it will take me into the contact. … Notice at the top, our breadcrumbs. … We're in Sales, we're in Contacts, …
AuthorGini von Courter
- Sales records types and business processes
- Navigating in Dynamics 365
- Creating records
- Creating, completing, canceling, and deleting activities
- Qualifying leads
- Assigning and sharing leads
- Viewing and creating opportunities
- Creating a quote
- Completing the closing stage
Skill Level Beginner
Migrating from Salesforce to Dynamics 365with Heather Severino1h 34m Intermediate
Microsoft Dynamics 365 and the Power Platformwith Gini von Courter1h 56m Intermediate
1. Dynamics 365 Data and Processes
2. Get Started
3. My Work: Dashboards and Activities
4. Qualify a Lead
5. Work on an Opportunity
Next steps2m 6s
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