Dynamics Tips and Tricks

Advanced Find examples

Orignal piece by Microsoft at: http://www.microsoft.com/dynamics/crm/using/reporting/advancedfindexamples.mspx

Use these articles to see how to find records with criteria in one field or a second field, with criteria including values from related records, and with criteria from many activity types. The articles also show how to analyze the results by running reports on matching records, or exporting the results to a Microsoft Excel spreadsheet or PivotTable.

Analyze sales data

•	Are your customers buying? Shows a simple query exported to a Microsoft Excel PivotTable.

•	Get ready for vacation Make sure your customers are taken care of when you go on vacation by sharing your records with specific co-workers, reassigning scheduled activities, and sending customers a notice that you’ll be out.

•	View and evaluate the quality of your sales territories Shows adding and removing columns from the search results, exporting to a Microsoft Excel worksheet, and importing the data from Microsoft Excel to Microsoft MapPoint.

•	Plan a sales trip in 20 minutes Shows grouping of filter criteria, and adding and removing columns.

•	Don’t lose customers when a salesperson leaves your organization Use Advanced Find to locate all records belonging to a salesperson who is leaving the company, including activities and appointments. Shows how to use Advanced Find with related records and with activities.

•	Establishing relationships between customer records that don’t relate After creating relationship roles between accounts and contacts, shows how to use Advanced Find to view specific types of accounts or contacts.

•	Work while you wait: Create a printable report of phone calls Shows using Advanced Find to find phone calls due today.

Analyze marketing data

•	Track campaign responses Shows a simple query exported to a Microsoft Excel static worksheet.

•	Prevent lead build-up by bulk processing leads Keep your lead list current by bulk disqualifying stale leads or converting a group of leads to Accounts, Contacts, or Opportunities.

•	Fine-tune your marketing lists with Advanced Find Are your marketing lists incomplete or out of date? Qualify your marketing lists by applying filter criteria to them using Advanced Find.

•	Leverage marketing lists across your team You can use marketing lists to accomplish a wide variety of goals. Use Advanced Find to create a targeted marketing list, and then use it to perform a mail-merge and print a call-down sheet.

•	Connect with campaign respondents in 4 steps Responses have started flooding in to your e-mail quick campaign. Now what? How about a more focused e-mail blast to only the people who responded?

•	Send birthday greetings to your customers Shows customizing the contact form, and then using the custom field in Advanced Find.

Analyze service data

•	Track returned products Shows using customized fields in Advanced Find, exporting data to a Microsoft Excel PivotTable, and creating a chart with the data.

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