Finding information within Dynamics 365 is a crucial need for any user. You know the importance of putting in the important information. Likewise, you know that getting data out is equally important. That’s why it’s good to understand your search options.
“Classic” Search
Searching for records within Dynamics 365 (CRM) has been around for a while. But, this has been delegated to, what I call, the “classic” search. This search option is still available in the current version. The “classic” search is located…
About the Author
Aaron Back (Microsoft MVP)
Aaron Back is a Microsoft MVP with many years experience with Microsoft Dynamics 365 (CRM), Power Apps, Power BI, and Power Automate. He is actively involved with the Microsoft Dynamics CRMUG (User Group) Community. His involvement includes: Serving as Chapter Leader for his local CRMUG Chapter, serving on the CRMUG Board of Advisors, and speaking at the annual CRMUG Summit conference.