April 2014
Intermediate to advanced
1176 pages
30h 5m
English
Content preview from Microsoft Dynamics CRM 2013 Unleashed
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Use Advanced Find to Add Members
Using Advanced Find enables you to add complex (or previously saved via an Advanced Find) 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 Accounts that I am the owner of and that have an address of California (see Figure 9.4). Note that Advanced Find will be blank until you create your query.
FIGURE 9.4 Advanced Find dialog box.
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 past x number ...
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O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.Julian F.
I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.Amir M.
I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.