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able to assist me in creating a query report that contains the following information: * Agent Name * Agent Address * Agent City * Agent State * Agent Zip Code * Agent Issued Business for 2015 This is for Vertical Visions CRM
Is Vertical Visions some third-party solution built on top of Dynamics CRM?
Have you tried asking the partner who provided this solution?
It is and currently I'm just trying to restrict and only show me the following information (the major restriction being the agents assigned business only in 2015).
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