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Introduction to Microsoft Dynamics CRM 2013

Introduction to Microsoft Dynamics CRM 2013. Nick Scott | Dynamics CRM Consultant with BKD Technologies. 04 | Working with Data. Nick Scott | Dynamics CRM Consultant with BKD Technologies. Module 4: Working with Data. Quick Find & Filtering Advanced Find & Saved Views Data Export

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Introduction to Microsoft Dynamics CRM 2013

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  1. Introduction to Microsoft Dynamics CRM 2013 Nick Scott | Dynamics CRM Consultant with BKD Technologies

  2. 04 | Working with Data Nick Scott | Dynamics CRM Consultant with BKD Technologies

  3. Module 4: Working with Data • Quick Find & Filtering • Advanced Find & Saved Views • Data Export • Reports • Charts • Goals • Dashboards

  4. Advanced Find • Create Advanced Find • Modify Query and Columns • Save as a new View • Share the View

  5. Data Import • How to Export to Excel • Dynamic vs. Static

  6. Charts • Expand Chart Pane • Drill Down Into Data • Create New Chart

  7. Dashboards • What is a Dashboard? • Change Dashboards • Create a New Dashboard • Add and Rearrange Elements

  8. Working with Data • Quick Find & Filtering • Advanced Find & Saved Views • Exporting Data • Reports • Charts • Goals • Dashboards

  9. Course Review Nick Scott | Dynamics CRM Consultant with BKD Technologies

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