WithÂ Dynamics CRM PowerPack Add-on PowerFindÂ – filtering search results has never been so easy! This add-onÂ allows people to be effortlessly found across multiple entities in Microsoft Dynamics CRM: Accounts, Contacts, Leads, and Campaign Responses. With an easily configurable reading pane, important information is available for each entity on a single screen. PowerFind allows search criteria to be easily filtered and narrowed down.
Navigate to PowerPack.
Navigate to PowerFind.
There are three ways to filter search results via PowerFind. All may be altered before or after preforming a search.
- To search within inactive, active, or all accounts, contacts, leads, and campaign responses, change the Status Filter to fit your search.
2. To show search results from a designated entity (accounts, contacts, leads, and campaign responses) change the Entity Filter to the desired entity.
These two filters may be used together for an even more efficient search!
3.Â At the bottom of the window, it is possible to filter results by selecting a letter of the alphabet. This will only show records that begin with that letter.
Thanks for your interest in PowerFind. Should you have any questions, contact us at 612-339-3355 or email firstname.lastname@example.org. Remember, your trial will expire 30 days from the date of installation. If you are interested in subscribing, go back to the configuration screen and change “try” to “subscribe” and enter your credit card information â€“ you will be charged $1/CRM user/month.