Microsoft Dynamics 365 CRM Advanced Find Basics Part 1

This tutorial walks you through the basics of setting up an advanced find report in Microsoft Dynamics 365 CRM. Learn how to setup a report for accounts, contacts, leads and opportunities as examples and customize the columns in your report.

If this video is helpful, check out part 2.

For more information on Microsoft Dynamics 365 CRM or to learn more about how advanced find can help your organization contact our CRM team to start a discussion.

By Dave Packard, CRM Consultant