Edgewater Fullscope Blog

Reporting Tools — Dynamics 365 for Customer Engagement

Apr 4, 2018 7:00 AM

Now that the Dynamics 365 update (also known as version 9.0) has been out for a minute, users have had the ability to test its functionality and get a feel for what it provides. One of the more sought after questions with any new version of this application, surrounds the topic of reporting. So let’s discuss what exactly Dynamics 365’s reporting capabilities offer.

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First Look at the Microsoft Dynamics 365 New Release –Advanced Find

Nov 13, 2017 7:00 PM

 

The new Dynamics 365 release (the July release) from Microsoft has enhanced the Advanced Find search functionality for this solution. The Advanced Find command in Dynamics 365 helps you find the records you want. With the new (July) release you now have the ability to use the advanced find option to build a "NOT IN" query record using the "Does not contain data" option. The NOT IN query is a great way to show certain activity or more so inactivity with certain accounts when searching in Advanced Find. 

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