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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

Views

Views are how we interact with or view the data. When we look at the default configuration for Accounts, for example, we see the My Active Accounts view, as shown in Figure 19.1.

Figure 19.1 Standard Accounts view.

image

The views that are included by default in a vanilla implementation for Accounts are as follows:

• Accounts: Influenced Deals That We Won

• Accounts: No Campaign Activities in Last 3 Months

• Accounts: No Orders in Last 6 Months

• Active Accounts

• Inactive Accounts

• My Active Accounts

• My Connections

Additionally we have the option to create a personal view, which is demonstrated in the next section.

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Publisher Resources

ISBN: 9780132682084Purchase book