Category Archives: Advanced Find

Advanced Find Before Today or Older Than Today


This is a very common user question since Microsoft CRM 1.0 – how to setup an Advanced Find view to display all the records filtered on a CRM entity’s date field (such as the Account’s Created On date) that is … Continue reading

Posted in Advanced Find, CRM 2016, CRM On Premise, CRM Online, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, MS CRM, Report | Tagged , , | Leave a comment

CRM Default Team and Business Unit Delete Error Caused by WIP Bin queue


Recently on one of my Microsoft Dynamics CRM projects – we want to clean-up the various Teams/Business Units created over the years that are no longer relevant.  However – some Teams such as the default Teams are more challenging to … Continue reading

Posted in Advanced Find, CRM On Premise, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, MS CRM, MS CRM 4.0, Troubleshooting | Tagged , , , | Leave a comment

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 , , , | 2 Comments

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 | 2 Comments

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 | 2 Comments

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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