Microsoft Dynamics® CRM Training

Basic Personalization 02

Video Details
Microsoft Dynamics CRM Online 2011 provides users with a powerful set of customizable data-analysis tools for creating personalized views and reports. This makes it easier for users to sort through and make sense of their data. In this video demonstration, we show you how to create custom views so that you can quickly navigate to data or records that are pertinent to your needs. In this example, we create a view that lists all of our opportunities that are equal to or greater than $10,000.

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