Nathan Williams • November 2, 2022
New Advanced Find Tutorial
Advanced Find has changed - is it for the better?!
Finding and then acting on information in model-driven apps can take two forms: Searching for specific records (which was recently modernized recently through Dataverse search) and exploring a table for record sets that meet a specific criterion: Advanced find.
Recently Microsoft announced the availability of modern advanced find that not only replaces the legacy experience but also adds new enhancements to view personalization to help you be more productive with model-driven apps.
Explore data through advanced filters on any table in the app
Using the global search bar in the header, you can now choose any table in the app to perform a structured search. Choosing a table navigates you to the familiar grid page, with filter options immediately available to work with.
View selector enhancements to help you create and find views easily
After you have edited the filters and included the right columns in the view, you can find the options to create a personal view within the view selector, along with other options to manage the view list.
As you create more views, you can browse them easily in the view selector, with personal views annotated with an icon. You can also search for a view by name so you can be more productive in navigating between different pivots of data.
Personalization options to see the most relevant views
If you have created a lot of personal views over time, finding the right view quickly can be difficult. With two new powerful personalization options available with modern advanced find, you can make the view list your own, so the most relevant views are easily accessible.
Hiding a view in the view list
You can hide one or more views in the view list to ensure only the most relevant views show up in the view selector. Views are hidden only for you across all devices for that table in the environment.
Changing the order of views
You can make the list of views appear in one of three preset orders. If you have tables in which you prefer to use system views over personal views, you can change the order of views in the view selector across all devices for that table in the environment.
View management options to collaborate with views
You can also collaborate with your team members by sharing personal views just like you would share any other record.
Administrators can enable modern advanced find through a feature setting in Power Platform Admin Center.
Dynamics CRM/365 has grown in complexity and functionality, to rival market leading CRM platforms and become one of the most popular CRM offerings on the market. A complex platform of deep functional properties, a business can often be forgiven if the immediate assumption leans towards a more enterprise product. The following is a recent statement of work for a SME focused, fully implemented Dynamics 365 solution in just 6 days - with customer satisfaction AND user adoption very high. It would be great to discuss any comments, questions or feedback if you have experienced this approach previous and why it was a success/failure. Project Scope, Effort & Costs CUSTOMER X have taken a 6 day SmartStart option with Clear Aim Consulting that will look to implement, customise and launch a Dynamics 365 environment, customised to CUSTOMER X , based on the following: SmartStart for CUSTOMER X Ltd. Collaborative analysis of requirements, installation of core CRM application - 1 day Sales, Marketing or Customer Service process configuration (subject to scope), including security setup - 2 days Reporting, Analytics and Automation (subject to scope)- 1 day System Administrator, End User Training & Go Live (remote support) - 2 days £3,600 + vat The Scope of the project is focused on sales processes with contact management, lead and opportunity tracking and communication management, via Outlook integration, the main drivers. The purpose of SmartStart is a managed, rapid implementation of Dynamics 365, we aim to have this solution analysed, configured and implemented within 2-3 weeks from commencement date. Current high level start date proposed is X. The SmartStart package is strictly “time & materials” however, based on initial communications we do not foresee any additional time required to implement the current scope of phase 1.
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Microsoft Dynamics 365 for Sales, and generally the platform, comes with some wonderful, under-utilised functionality. Only recently have our customers started to scratch the surface with calculated and roll-up fields to assist in reporting and analytics. The following examples show scenarios for event management and event value as well as account management and customer value. Event Management: In the above example, the customer are using roll-up and calculated fields to analyse the value of the campaign, from Lead and Opportunity relationships and response management based on the Event Response relationship. From this the customer can deduce how much revenue the event has generated, the cost of the event versus the revenue and manage capacity versus attendee numbers. Account Management: The above example, rolled up on an account record, calculated from related opportunities, shows account managers or business development managers the accurate, up to date financial information about that customer. This has allowed the customer to make quick, informed decisions about their customers as well as identify the more valuable customers to the business. Using roll-up or calculated fields allows for a greater confidence in data and can only help you with key business decisions. Leveraging the filter and hierarchy options within the calculations will allow for complex and rich roll-ups and are available for all different scenarios from administration to sales & marketing. Let us know your examples of where Dynamics roll-up or calculated fields have benefited your business!
Change management is an important and, most often, difficult component of business operations. Changes, both large and small, inevitably occur for all business, and getting employees to accept and work with those changes is crucial to continued success. When it comes to CRM, a platform that should be continuously evolving with your processes, the decision to implement, upgrade or extend is often met with pessimism. But why? A CRM platform, implemented correctly, should have a broad scope of impact on any business. CRM should influence everyone from sales staff and marketers to administrators and even members of management. For this reason, pushback from many different areas of a business can be expected, yet generating employee buy-in to the concept of a new CRM system is crucial. Managing change correctly, whether it is a new system or adapting to new processes, will ultimately determine the success of that change. So how can businesses ensure a good ROI whilst keeping a happy and pro-active user base? Encourage early adopters with product champion involvement Identify a CRM champion. A high-level staff member who has been involved with the implementation from the start - to help employees accept the changeover to a new system. The champion can provide company-wide support, training and consistency to often dis-engaged staff. This comprehensive approach means more employees will be reached and have their view of the new CRM platform changed for the better. Ongoing support is critical Early adoption issues are often challenged during implementation stage however, in our experience, we find that user resistance is often at its peak during CRM go live. Staff members tend to find unexpected challenges due to lack of involvement or training, the scope of new skills they're supposed to develop can be intimidating with a combination of this seen to cause low adoption figures. Businesses have too proactively combat this by offering supplemental training and troubleshooting for staff. By having this option offered on an on-demand basis, businesses can boost compliance and help employees understand the best practices for utilising the new CRM system. With this in mind, Hyphen8 have created a Change Management solution for CRM that will provide a mechanism for ongoing end user feedback and change management requests. The solution provides a transparent process for all end users to see stages within the change management lifecycle, making the end user feel more in control. It also provides administrators with a manageable, easy to user process for request management. The process takes on a few simple steps: It is important for the change request process to be in a familiar, user friendly interface to ensure consistency throughout. Users do not want to jump from system to system. For this reason, the Hyphen8 Change Management solution has been built within Microsoft Dynamics CRM
