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, …
Author
Released
4/26/2019- 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
Duration
Views
Related Courses
-
Migrating from Salesforce to Dynamics 365
with Heather Severino1h 34m Intermediate -
Microsoft Dynamics 365 and the Power Platform
with Gini von Courter1h 56m Intermediate
-
Introduction
-
1. Dynamics 365 Data and Processes
-
Dynamics 365: The basics4m 8s
-
Records: The basics2m 55s
-
Dynamics 365 user interface5m 12s
-
-
2. Get Started
-
Log into Dynamics 3652m 20s
-
Create a new record4m 42s
-
-
3. My Work: Dashboards and Activities
-
Dashboards: The basics2m 40s
-
Follow and pin records2m 20s
-
Create an activity4m 30s
-
Create and edit appointments3m 13s
-
-
4. Qualify a Lead
-
Create a lead4m 10s
-
Edit a lead49s
-
Assign and share leads3m 9s
-
Qualify a lead5m 38s
-
Disqualify a lead3m 35s
-
-
5. Work on an Opportunity
-
Develop an opportunity5m 17s
-
Work on the proposal2m 45s
-
Create a quote2m 39s
-
Complete the closing stage2m 23s
-
Conclusion
-
Next steps2m 6s
-
- Mark as unwatched
- Mark all as unwatched
Are you sure you want to mark all the videos in this course as unwatched?
This will not affect your course history, your reports, or your certificates of completion for this course.
CancelTake notes with your new membership!
Type in the entry box, then click Enter to save your note.
1:30Press on any video thumbnail to jump immediately to the timecode shown.
Notes are saved with you account but can also be exported as plain text, MS Word, PDF, Google Doc, or Evernote.
Share this video
Embed this video
Video: Use search to locate a record