Cross UG Summit EMEA 2017 11/14/2018 9:32 PM © 2017 Dynamic Communities. All rights reserved.

Out of the Box Reporting: Advanced Find & Report Wizard 11/14/2018 9:32 PM Out of the Box Reporting: Advanced Find & Report Wizard Henrik Jensen Dynamics 365 Architect

Advanced Find & Report Wizard In this session you will get to know the ins and outs of using Advanced Find and the out of the box Report Wizard as part of Dynamics 365 or CRM earlier versions. Other tips and charting best practices will be shared.

Session Agenda Searching for data in CRM Advanced Find - The Basics More about Search – The Good, the bad and the ugly Views Search in Outlook About Reports Create and set Reports Reports in the future – another approach Q & A

Meet Your Presenter Henrik Jensen Dynamics 365 Architect hj@easyconsult.dk Independent Consultant, and Advisor to Partners and Customers More than 20 years of experience working with CRM systems Worked with Dynamics CRM since version 1.2 50+ Microsoft certifications Author of 3 online CRM books (in Danish) Maintains a blog about Dynamics CRM (in Danish) – crmblog.dk

11/14/2018 9:32 PM Advanced Find

Searching for data in CRM 11/14/2018 9:32 PM Searching for data in CRM Quick Find Multi Search Advanced Find

Advanced Find - The Basics 11/14/2018 9:32 PM Advanced Find - The Basics Basic search Filters Columns (Direct and Related Fields) Sort The search result

More about Search – The good, the bad and the ugly 11/14/2018 9:32 PM More about Search – The good, the bad and the ugly Searching related data Using AND and OR Ins and Outs (Add in to help) Problem with “Does Not Have” Queries using Advanced Find http://www.cobalt.net/the-crm-lab/cobaltintelligentquery XrmToolBox is your friend Walking through som relevant tools regarding Search, Views etc. About the XrmToolbox… Download XrmToolBox…

Views Filters on Views Saving Views and Sharing Views CRMUG Summit EMEA 2017 11/14/2018 9:32 PM Views View Types System Views Personal Views Filters on Views Saving Views and Sharing Views Ins and Outs Functions in Views Edit Records (Bulk Edit) Add to Marketing Lists, and Quick Campaigns Run Workflows and Mail Merge Export to Excel Word, and Excel Templates (CRM 2016/Dynamics 365)

Searching for data in Outlook CRMUG Summit EMEA 2017 11/14/2018 9:32 PM Searching for data in Outlook Search within the view/tab you are on Views – what more can you do?

11/14/2018 9:32 PM Report Wizard

About Reports Group and summarizes data 11/14/2018 9:32 PM About Reports Group and summarizes data Share with the entire organization Add charts and tables Drill-down into the data Run reports from lists and forms of underlying entities Create advanced reports using BIDS (Business Intelligence Development Studio) Ins and Outs

Thank You for attending and Last Reminders Session Materials: Found in the ‘Materials and Notes’ tile of the App, or online on the Summit EMEA event website a: www.summitemea.com/materials Session Surveys: Found in the Surveys tile of the App or online on the Summit EMEA event website at: www.summitemes.com/surveys

Contact Info Henrik Jensen Dynamics 365 Architect EASYConsult ApS hj@easyconsult.dk crmblog.dk (in Danish)

11/14/2018 9:32 PM