Find Your Data Faster in Dynamics CRM

Having all of your customer data in one spot like Microsoft Dynamics CRM can be a great resource. Unless you’re unable to locate your information in a timely manner.

While many CRM users are aware of the search function within views in Dynamics CRM, many may not know that they can customize what fields they can use to find these records.

Setting this up is simple and easy and ultimately allows users to find the information they are looking for within CRM much faster.

Here are the instructions to modify what columns are used when working within the Dynamics CRM view search functionality.

1) Within Microsoft Dynamics CRM navigate to:

• Settings >>
• Customizations >>
• Customize the System

2) Expand ‘Entities’ and find the entity you’d like to make changes to

3) Select ‘Views’ and then choose the view listed with the Type ‘Quick Find View’

4) Click “Add Find Columns’ and select the columns you want to see.

5) Save and Publish your changes.

Now you will be able to utilize these columns to search, sort and find your information much quicker!

The post Find Your Data Faster in Dynamics CRM appeared first on Ledgeview Partners.