Advanced search allows you to find any type of record in CRM using advanced filters, this article will cover the features of Advanced Search. Continue reading “Using Advanced Search to Locate Records in CRM 2013”
We’ve all been in the situation where you search for something, you know it’s there and you probably know how to find it with a workaround of some sort but this really shouldn’t be required.
I had this very situation recently whereby for some reason CRM had decided it wasn’t going to search Full Names of contacts which as you can imagine had caused some headaches for users.
So today I’m going to go through the steps required to change what fields CRM uses to search for specific records, it’s a quick and easy change which can make the user experience a hundred times more efficient.
There are some basic principles of SharePoint such as navigating, and searching that every user of SharePoint should know, below I’ll quickly cover some of the basics.