Connect Learn Share All You Need to Know in Using Advanced Find Presented by: Jennifer Manteufel

@CRMUG Agenda 8:30 – 9:00Registration and Networking 9:00 – 9:20Chapter Business 9:20 – 10:20Advanced Find Uses 10:20 – 10:30Break 10:30 – 10:40Meeting Dates for :40 – 11:00Topics for :00 – 11:30Collaborate Demo 11: :00Networking

@CRMUG Get to Know Your CRM Peers Introductions Name Company (describe Company/Industry) Your role in the company What version are you on? What do you hope to accomplish by attending the user group?

@CRMUG The What Connect. Learn. Share. We’re a little over 12,000 Dynamics CRM users who get together and chat about CRM virtually or in person events, like this one. It’s a really big conversation you probably shouldn’t miss out on. You’ll probably learn something great, apply it to your organization, and be treated like a super hero. The When Call Bryan Erstad, he’s a great guy as well as the CRMUG Membership Manager x1450

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@CRMUG Session Objectives Learn how to use the Advanced Find feature to get the information you need Gain a better understanding of the data structure and how information is related inside of CRM Understand the capabilities and limitations of Advanced Find Recognize the different applications for Advanced Find inside of CRM

@CRMUG Be a part of something really great. FACT: The most successful chapters have strong leadership teams installed. BENEFIT: Ignite Leadership Training available ONLY to chapter leaders. Develop your professional skills – public speaking, leadership, communication, organization, conflict resolution, and many more skills. IMPACT: Chapter Leaders have significant reach within the Dynamics CRM Community. Leaders are respected for their hard work and devotion to helping individuals and organizations attending meetings. Roles: Chair, Co-Chair, VP of Membership, VP of Communication, VP of Programming Take Action: Contact your chapter leader and CRMUG Chapter Director, Onika Allen,

@CRMUG OVERVIEW Advanced Find

@CRMUG What is Advanced Find? A query tool that can be used to find virtually any records inside of CRM Export records to Excel Save to create a new personal view Add members to a Marketing List Create a Rollup Query Use as a foundation for a report

@CRMUG Why use Advanced Find? Easy to use Flexible – simple or complex queries Manage your daily workload Makes your job easier

@CRMUG Getting Started What type of data am I looking for? (entity, related entities) What describes the type of data I am looking for? (query criteria/filters) What information do I want to see? (columns)

@CRMUG Navigating the Advanced Find Tool

@CRMUG Advanced Find for your CRM Version Online vs. On premise 2013 vs Versions Online On premise

@CRMUG Report Wizard vs. Advanced Find How do I group together data based on [field name]? Can I add a total for the Est. Revenue at the bottom of my list of Open Opportunities? Can I add a header and a chart?

@CRMUG DEEP DIVE Advanced Find

@CRMUG Fields and Related Entities Identify the primary entity Determine the fields to use as filters Add filters for fields in related entities

@CRMUG Starting from a Saved View Potential time saver! Starting point for a query Base set of columns

@CRMUG Searchable Fields Fields available to query in the Advanced Find tool Searchable property inside the Field

@CRMUG Query Operators Equals/Does Not Equal Contains Data/Does Not Contain Data Contains/Does Not Contain Begins With/Does Not Begin With Ends With/Does Not End With

@CRMUG Filtering on Date Fields Specific dates Variable dates Past due records Records in a date range

@CRMUG Owner Equals Current User Default Select statement in My Accounts (and other record types) views Create personalized System Views

@CRMUG Grouping No grouping = AND AND – All conditions must be met OR – Only one condition must be met

@CRMUG Editing Columns Add Remove Related Entities Sorting

@CRMUG Saving an Advanced Find Save As Accessing Editing

@CRMUG Sharing a View Open the list of Saved Views Select your View and click Share Add User(s)/Team(s) Grant permissions

@CRMUG Export to Excel Static vs. Dynamic Dynamic PivotTable Re-importing data

@CRMUG Download FetchXML Advanced feature, developer-focused CRM Online Custom Reports

@CRMUG DEMO Advanced Find

@CRMUG Limitations to Advanced Find Cannot compare fields Cannot group statements between related entities Cannot sort results by columns from related entities Cannot group data or summarize totals Cannot add formatting to results Cannot search for records if they don’t exist

@CRMUG Applying What You Learned Practice, practice, practice! Understand your database and the relationships between entities Clean up your “Searchable” fields and field names Customize your system Advanced Find view for commonly queried entities Know when to use an Advanced Find and when a report is the better solution

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Q1 - March 13, 2015 Q2 – June 12, 2015 Q3 – September 11, 2015 Q4 – December 11, 2015

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