Category Archives: Advanced Find

Activity Feed – Auto Follow based on CRM Conditions via Workflow


The Microsoft Dynamics CRM 2011 Activity Feed offers a very practical internal facing social communication tool.  Since it is produced by Microsoft and is available as a FREE solution – I’d recommend everyone to check it out and take advantage … Continue reading

Posted in Activity Feed, Advanced Find, CRM 2011, CRM Design, CRM On Premise, CRM Online, Microsoft CRM, Microsoft CRM Workflow, Microsoft Dynamics CRM, MS CRM | Tagged , , , | 1 Comment

How to display All Personal Views Shared with You in Microsoft CRM 2011


Here is a quick way to find out all the personal views that other users have shared with you in Microsoft Dynamics CRM 2011. From Advanced Find >> Saved Views >> Record Type >> All >> Active Views Shared with … Continue reading

Posted in Advanced Find, CRM 2011, CRM On Premise, CRM Online, Microsoft Dynamics CRM, MS CRM, ms crm 5.0 | Tagged | 1 Comment

Find Contacts that had a Campaign Response


I had an inquiry from a Local Bank customer needing to find all their CRM Contacts that are interested in attending an upcoming event – each Contact’s interest is tracked via a Microsoft CRM Campaign Response.  The Bank would like … Continue reading

Posted in Advanced Find, CRM 2011, CRM On Premise, CRM Online, Microsoft CRM, Microsoft Dynamics CRM, MS CRM, ms crm 5.0 | Tagged , , | Leave a comment

Danger of Reassign ALL Records Owned by the Current User function


I want to bring up the dangerous side effect when using the Microsoft Dynamics CRM 2011 User Reassign Records function.  The User Reassign Records function assigns all the records owned by the current user or team.  To access this function … Continue reading

Posted in Advanced Find, CRM 2011, Microsoft CRM, Microsoft Dynamics CRM | Tagged | 1 Comment

Advanced Find: Display All Activities related to Contacts in Marketing List


Here is a sample Microsoft CRM Advanced Find setup to display All CRM Activities related to Contacts in a Marketing List:       Contact us if you need help with your Microsoft CRM.  Free Estimate.   Frank Workopia, Inc. Microsoft … Continue reading

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Using Advanced Find to list all the Microsoft CRM e-mail records with unresolved email addresses


Microsoft Dynamics CRM Email records can contain unresolved email addresses especially those from Microsoft CRM Outlook Client “Track in CRM” emails.  This is due to the typical Microsoft Outlook Email containing email addresses that are not related to any existing … Continue reading

Posted in Advanced Find, CRM On Premise, CRM Online | Tagged | 2 Comments