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Microsoft Dynamics CRM 2011 Unleashed
book

Microsoft Dynamics CRM 2011 Unleashed

by Marc Wolenik, Damian Sinay, Rajya Bhaiya
September 2011
Intermediate to advanced content levelIntermediate to advanced
1008 pages
24h 27m
English
Sams
Content preview from Microsoft Dynamics CRM 2011 Unleashed

Use Advanced Find to Add Members

Using Advanced Find enables you to add complex (or previously saved) criteria to ensure that you find only the specific members to whom you want to market.

In the following example, we’ve created a query using Advanced Find to add only qualified Leads that have been created in the last two months (see Figure 9.4). It is important to note that Advanced Find will be blank until you create your query.

Figure 9.4 Advanced Find dialog box.

image

You can easily adjust this query to include Contacts that have not placed an order with you in x number of months, have x number of sales with you over the last x number of months, ...

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Publisher Resources

ISBN: 9780132682084Purchase book