Wave 1: Views & Filters!
2020-02-16
Views
Use the Views available to easily identify records you want to work with. You can also create your own to quickly pull up a subset of records to focus on based on criteria you specify. For example, a View can pull up a list of your sub organistions that are shown as a ministry but have no Parent Account identified.
Viewing the information in Dynamics is not your final stop. With a single icon click you can export the results into Excel, add in additional functions and save the Spread Sheet. The next time you want to replicate this you only need to open the Excel Spreadsheet and Refresh the Data.
Please see our Blogs below on views OR visit our Byte Sized tips for some little guides.
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