Connect Learn Share All You Need to Know

Connect Learn Share All You Need to Know in Using Advanced Find Presented by: Jennifer Manteufel

Agenda 8: 30 – 9: 00 – 9: 20 – 10: 30 Registration and Networking Chapter Business Advanced Find Uses Break 10: 30 – 10: 40 Meeting Dates for 2015 10: 40 – 11: 00 Topics for 2015 11: 00 – 11: 30 Collaborate Demo 11: 30 - 12: 00 Networking @CRMUG

Get to Know Your CRM Peers Introductions • Name • Company (describe Company/Industry) • Your role in the company • What version are you on? • What do you hope to accomplish by attending the user group? @CRMUG

Join CRMUG The What We’re a little over 12, 000 Dynamics CRM users who get together and chat about CRM virtually or in person events, like this one. It’s a really big conversation you probably shouldn’t miss out on. You’ll probably learn something great, apply it to your organization, and be treated like a super hero. 2008 est. Connect. Learn. Share. The Why The When Pretty reasons Awesome T o d a y Exciting, isn’t it? 5 CRMUG Summit Registration Discount: up to $400 person. Access to Hundreds of Webinars Available On Demand. Collaborate: exclusive online social community for CRM users. Open invitation to over 200 educational events year round. Premium members attend chapter meetings free. Call Bryan Erstad, he’s a great guy as well as the CRMUG Membership Manager. 877 -324 -8880 x 1450 bryan@crmug. com @CRMUG

Are you PLUGGED into your local community? community. crmug. com > Chapters @CRMUG

Session Objectives • Learn how to use the Advanced Find feature to get the information you need • Gain a better understanding of the data structure and how information is related inside of CRM • Understand the capabilities and limitations of Advanced Find • Recognize the different applications for Advanced Find inside of CRM @CRMUG

Chapter Leadership Be a part of something really great. I WANT YOU FOR CHAPTER LEADERSHIP FACT: The most successful chapters have strong leadership teams installed. BENEFIT: Ignite Leadership Training available ONLY to chapter leaders. Develop your professional skills – public speaking, leadership, communication, organization, conflict resolution, and IMPACT: Chapter many more skills. Leaders have significant reach within the Dynamics CRM Community. Leaders are respected for their hard work and devotion to helping individuals and organizations Roles: Chair, Co-Chair, VP of Membership, VP of attending meetings. Communication, VP of Programming Take Action: Contact your chapter leader and email CRMUG Chapter Director, Onika Allen, onika@Crmug. com @CRMUG

Advanced Find OVERVIEW @CRMUG

What is Advanced Find? A query tool that can be used to find virtually any records inside of CRM • • • Export records to Excel Save to create a new personal view Add members to a Marketing List Create a Rollup Query Use as a foundation for a report @CRMUG

Why use Advanced Find? • • Easy to use Flexible – simple or complex queries Manage your daily workload Makes your job easier @CRMUG

Getting Started • What type of data am I looking for? (entity, related entities) • What describes the type of data I am looking for? (query criteria/filters) • What information do I want to see? (columns) @CRMUG

Navigating the Advanced Find Tool 3 1 2 @CRMUG

Advanced Find for your CRM Version • Online vs. On premise • 2013 vs. 2011 • 4. 0 Online Versions 2013 2011 4. 0 On premise 3. 0 1. 2 @CRMUG

Report Wizard vs. Advanced Find • How do I group together data based on [field name]? • Can I add a total for the Est. Revenue at the bottom of my list of Open Opportunities? • Can I add a header and a chart? @CRMUG

Advanced Find DEEP DIVE @CRMUG

Fields and Related Entities • Identify the primary entity • Determine the fields to use as filters • Add filters for fields in related entities @CRMUG

Starting from a Saved View • Potential time saver! • Starting point for a query • Base set of columns @CRMUG

Searchable Fields • Fields available to query in the Advanced Find tool • Searchable property inside the Field @CRMUG

Query Operators • • • Equals/Does Not Equal Contains Data/Does Not Contain Data Contains/Does Not Contain Begins With/Does Not Begin With Ends With/Does Not End With @CRMUG

Filtering on Date Fields • • Specific dates Variable dates Past due records Records in a date range @CRMUG

Owner Equals Current User • Default Select statement in My Accounts (and other record types) views • Create personalized System Views @CRMUG

Grouping • No grouping = AND • AND – All conditions must be met • OR – Only one condition must be met @CRMUG

Editing Columns • • Add Remove Related Entities Sorting @CRMUG

Saving an Advanced Find • Save As • Accessing • Editing @CRMUG

Sharing a View • • Open the list of Saved Views Select your View and click Share Add User(s)/Team(s) Grant permissions @CRMUG

Export to Excel • Static vs. Dynamic • Dynamic Pivot. Table • Re-importing data @CRMUG

Download Fetch. XML • Advanced feature, developer-focused • CRM Online Custom Reports @CRMUG

Advanced Find DEMO @CRMUG

Limitations to Advanced Find • • • Cannot compare fields Cannot group statements between related entities Cannot sort results by columns from related entities Cannot group data or summarize totals Cannot add formatting to results Cannot search for records if they don’t exist @CRMUG

Applying What You Learned • Practice, practice! • Understand your database and the relationships between entities • Clean up your “Searchable” fields and field names • Customize your system Advanced Find view for commonly queried entities • Know when to use an Advanced Find and when a report is the better solution @CRMUG

BREAK @CRMUG

2015 Meeting Dates Q 1 - March 13, 2015 Q 2 – June 12, 2015 Q 3 – September 11, 2015 Q 4 – December 11, 2015 @CRMUG

Upcoming Topics @CRMUG

Collaborate Demo @CRMUG

Question and Answer @CRMUG