Microsoft Dynamics CRM

{ADVANCED FIND TIPS}Using Advanced find – Part 1 on Security roles, users, teams and views

One of the coolest features in Dynamics CRM is definitely advanced find. I have not seen any other product with such great search

capabilities in CRM space for end users, IT pros, Business users alike.

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Anyways, let’s come to the core idea. This is part 1 of the mini series and I will start with really simple examples.

Here is an example to find all users who are System Administrator:

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This will pull all users who are System administrator in the system:

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Next one, finding users who are part of some team:

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Way too simple, isn’t it?

Let’s get list of all Views in the system. Want to navigate to customizations area? Wait:

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Here, Admin can go and quickly update the ones he or she wants:

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Clicking will open View editor, no need to navigate anywhere. Just click Advanced find!

Hope it helps and Happy CRMing!

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