Advanced Find Tutorials Comming Soon

In the several years that I have been installing MSCRM, I have watched the Advance Find grow-up. In 1.2 it was a very young tool with potential; however, it was not until 3.0 that it started walking. Now, with 4.0 I believe that it is walking at a fast pace and is almost ready to run. There are still some areas that need improvement, documentation among the most important. Hence, Blog features.

Advanced Find is the most important tool set at your finger tips within CRM. You spend copious amounts of time entering information into CRM, and now you need to do something with that data. Advanced Find is your friend; however, like many friendships it will take some work on your part. At first it can be confusing, but with time and use it will become the old friend you need to get things done.
I plan on having 4 video casts of Advanced Find training.

• Advanced Find 101 (AF101)


• What is it
• How does it work
• How to save searches
• The And/Or
• How to find Accounts in two different US States


• Advanced Find 102 (AF102)


• Sharing Advanced Finds
• What is relating
• How to find Contacts associated with the Accounts found in AF101


• Advanced Find 200 (AF200)


• Using Advanced Find with Reports
• Dynamic Excel with Advanced Find
• More on Relating
• Overview of customer relationships
• How to find the contacts that are consulting for the Accounts found in AF101


• Advanced Find 400 (AF400)


• OMG - How do I really make sense of the relating fields
• Tips on complicated Advanced Finds
• How to find contacts at the third level of a three tiered account hierarchy

I will be putting out AF101 in the next day or so.