introduction to microsoft dynamics crm 2013 n.
Download
Skip this Video
Loading SlideShow in 5 Seconds..
Introduction to Microsoft Dynamics CRM 2013 PowerPoint Presentation
Download Presentation
Introduction to Microsoft Dynamics CRM 2013

Loading in 2 Seconds...

play fullscreen
1 / 10

Introduction to Microsoft Dynamics CRM 2013 - PowerPoint PPT Presentation


  • 89 Views
  • Uploaded on

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

loader
I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.
capcha
Download Presentation

PowerPoint Slideshow about 'Introduction to Microsoft Dynamics CRM 2013' - brady-rogers


An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript
introduction to microsoft dynamics crm 2013

Introduction to Microsoft Dynamics CRM 2013

Nick Scott | Dynamics CRM Consultant with BKD Technologies

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
Module 4: Working with Data
  • Quick Find & Filtering
  • Advanced Find & Saved Views
  • Data Export
  • Reports
  • Charts
  • Goals
  • Dashboards
advanced find
Advanced Find
  • Create Advanced Find
  • Modify Query and Columns
  • Save as a new View
  • Share the View
data import
Data Import
  • How to Export to Excel
  • Dynamic vs. Static
charts
Charts
  • Expand Chart Pane
  • Drill Down Into Data
  • Create New Chart
dashboards
Dashboards
  • What is a Dashboard?
  • Change Dashboards
  • Create a New Dashboard
  • Add and Rearrange Elements
working with data
Working with Data
  • Quick Find & Filtering
  • Advanced Find & Saved Views
  • Exporting Data
  • Reports
  • Charts
  • Goals
  • Dashboards
nick scott dynamics crm consultant with bkd technologies1
Course Review

Nick Scott | Dynamics CRM Consultant with BKD Technologies