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Microsoft Dynamics CRM (Archived)

Creating an Advanced Find View (is a user the same as a Agent)

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I'm currently trying to generate an Advanced Find view and am having trouble only looking for information on Agents. (Agent Name, Agent Address, Agent City, Agent State, Agent Zip Code, etc.) specifically Agent Issued Business for 2015 which is the major filter that i can't seem to come up with. When I go to the Look For drop down menu the only thing that sort of makes sense is maybe "User". Is a user the same as an Agent?

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  • Community Member Profile Picture
    on at

    what entity are you looking at?

  • Suggested answer
    ScottDurow Profile Picture
    21 on at

    It is more likely to be Account

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