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

2. 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

3. 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.

4. 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

5. Meet Your Presenter Henrik Jensen Dynamics 365 Architect
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

6. 11/14/2018 9:32 PM
Advanced Find

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

8. 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

9. 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
XrmToolBox is your friend
Walking through som relevant tools regarding Search, Views etc.
About the XrmToolbox…
Download XrmToolBox…

10. 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)

11. 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?

12. 11/14/2018 9:32 PM
Report Wizard

13. 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

14. 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:
Session Surveys: Found in the Surveys tile of the App or online on the Summit EMEA event website at:

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

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