Success with Microsoft Dynamics CRM 4.0: Implementing Customer Relationship Management

5.12. Miscellaneous Configuration Areas

Several areas of the application don't have a significant number of configuration options. However, many of these areas are likely to be used frequently by users and therefore it is important to understand how to correctly approach the limited options that are available.

5.12.1. Quick Find

This functionality provides the quickest option for searching for records within the application. It is available at the top of each entity list view so that users can easily access it to find records when they are on any entity form (as shown in Figure 5-78). The functionality has obvious value to users for finding accounts and contacts, but does not always make sense to users when searching for other entities such ...