Microsoft Dynamics 365 CRM Advanced Find Basics Part 2

This tutorial walks you through more robust features of the advanced find report in Microsoft Dynamics 365 CRM. Learn how to setup a report across record types that are related. For example looking up customer in the account record that have an open opportunity.

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