November 2017
Intermediate to advanced
402 pages
7h 49m
English
Content preview from Mastering Microsoft Dynamics CRM 2016
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Sample scenarios
Let's consider a few examples related to the student management system.
A user wishes to configure a view, wherein they can refer to all the students with a total marks of less than 40 percent:
- To create a new view, the user can navigate to the ADVANCED FIND dialog:
Entity View Scenario
- In the ADVANCED FIND window, the user can then select the appropriate entity, that is, Contact:
Entity View Scenario
- As we are creating a new Saved View, the user can select [new] in the drop-down menu. In our case, we are concerned with ...