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Dynamics 365 Community / Blogs / Frank Lee's Microsoft Dynamics 365 / Sales ... / Using Advanced Find to list...

Using Advanced Find to list all the Account's Primary Contacts

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Frank Lee Profile Picture Frank Lee 4,617
This week, I was asked by one of our Microsoft CRM customers on how to get a list of all their Accounts' Primary Contacts so they can prepare for a mailing.  This is a common request and something that Microsoft CRM Advanced Find function can help.  Here are the screen shots of the Advanced Find setup to find and list all the CRM Accounts' Primary Contacts.  Enjoy.
 
 
 
Contact us if you need help with your Microsoft CRM or the FREE 30 Day Trial.  Free Estimate.

 

Frank
Workopia, Inc.
Microsoft Dynamics CRM MVP
http://www.workopia.com/Links.htm

 
 

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