Search for accounts, contacts, leads, opportunities, cases. Use the search results Filter to specify a record type. When viewing a record, click hyperlinks to view related records.
- [Voiceover] So far we've been browsing…and looking at different tools and different record lists.…If I'm looking for something specific,…the way I'm most likely to try to find it is…by using Search, and Search is very powerful…in Microsoft Dynamics CRM.…Now it doesn't search every single field,…if it did the search results that you'd get back…would overwhelm you.…So this isn't a good way, for example,…to find all of businesses that are in Columbus, Ohio.…But this is a great way to find specific companies,…specific individuals.…
So for right now, let's focus on how we would use Search…to find Accounts or Contacts.…You may remember the example I used earlier…of Blue Yonder Airline and their main Contact…has the last name of LaMee.…And if I enter that, here we go,…Brian LaMee at Blue Yonder Airlines…and there is a Lead associated with Brian LaMee as well.…That worked.…If I click, I can open up Brian's information.…
Notice what is happening up here with our breadcrumbs.…I'm in Sales looking at Contacts…looking at Brian and if I click this drop-down,…
AuthorGini von Courter
- Viewing personal and team dashboards
- Creating and qualifying leads
- Converting activities to opportunities
- Working with customer service cases
- Managing case queues
- Researching solutions
- Running and exporting reports
Skill Level Beginner
FileMaker Pro 15 Essential Trainingwith Cris Ippolite9h 17m Beginner
SharePoint Online Essential Trainingwith Gini von Courter9h 18m Appropriate for all
1. Dynamics CRM Data and Processes
2. Getting Started
3. Focus on My Work
4. Qualify a Lead
5. Work on an Opportunity
6. Focus on Customer Service
- 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.Cancel
Take 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.