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Nick Scott | Dynamics CRM Consultant with BKD Technologies.

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Presentation on theme: "Nick Scott | Dynamics CRM Consultant with BKD Technologies."— Presentation transcript:

1 Nick Scott | Dynamics CRM Consultant with BKD Technologies

2 04 | Working with Data Nick Scott | Dynamics CRM Consultant with BKD Technologies

3 Module 4: Working with Data Quick Find & Filtering Advanced Find & Saved Views Data Export Reports Charts Goals Dashboards

4 Advanced Find Create Advanced Find Modify Query and Columns Save as a new View Share the View

5 Data Import How to Export to Excel Dynamic vs. Static

6 Charts Expand Chart Pane Drill Down Into Data Create New Chart

7 Dashboards What is a Dashboard? Change Dashboards Create a New Dashboard Add and Rearrange Elements

8 Working with Data Quick Find & Filtering Advanced Find & Saved Views Exporting Data Reports Charts Goals Dashboards

9 Course Review Nick Scott | Dynamics CRM Consultant with BKD Technologies

10 ©2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, Office, Azure, System Center, Dynamics and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.


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