This training is for intermediate to advanced level end-users and administrators who need to learn the database schema (structure) and how to use the Advanced Find tool to create queries. At the end of this training, attendees will be able to use the Advanced Find tool to query the Dynamics 365 database, save and share views.
All courses include hands-on exercises and quizzes to reinforce the knowledge.
All courses are recorded and attendees have unlimited access to the on-demand recordings.
This course is held online using our web-based training system.
Pre-requisites – None
Advanced Find is essential for users to find information in Dynamics 365. Advanced Find can also be used to export to Excel, bulk edit records, create personal views, and more.
Dynamics 365 Advanced Find Training Topics Include:
- Dynamics 365 Database Overview
- Table Relationships
- Activity Record Tables
- Advanced Find Tool
- Primary Table (Look For)
- Use Saved Views
- Filter Criteria
- Related Tables
- Edit Columns
- Edit Properties
- Saving Queries as Views
- Sharing Queries/Views