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With Dynamics CRM PowerPack Add-on PowerFind – filtering search results has never been so easy! This add-on 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.

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Navigate to PowerPack.

Dynamics CRM PowerPack Add-on PowerFind - Filtering Search Results

 

Navigate to PowerFind.

Dynamics CRM PowerPack Add-on PowerFind - Filtering Search Results

 

There are three ways to filter search results via PowerFind. All may be altered before or after preforming a search.

  1. To search within inactive, active, or all accounts, contacts, leads, and campaign responses, change the Status Filter to fit your search.

Dynamics CRM PowerPack Add-on PowerFind - Filtering Search Results

 

2. To show search results from a designated entity (accounts, contacts, leads, and campaign responses) change the Entity Filter to the desired entity.

Dynamics CRM PowerPack Add-on PowerFind - Filtering Search Results

 

These two filters may be used together for an even more efficient search!

3. 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.

Dynamics CRM PowerPack Add-on PowerFind - Filtering Search Results

 

Thanks for your interest in PowerFind. Should you have any questions, contact us at 612-339-3355 or email powerpackpro@powerobjects.com. 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 – you will be charged $1/CRM user/month.

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JoeCRM

Joe CRM is a CRM superhero who runs on pure Microsoft Dynamics CRM adrenaline. As the face of PowerObjects, Joe CRM’s mission is to reveal innovative ways to use Dynamics CRM and bring the application to more businesses and organizations around the world.