In this webinar, our experts showcase a variety of demo use cases of how different components of the...
Have you ever wondered if your opportunities in Dynamics CRM are slipping through the cracks? What about follow up activities or open cases? It's easy to create Advanced Find searches to look for items that are in the past. Here's how to work with past due records in Dynamics CRM:
The great thing about this query is that if saved, it will always reach back for the records which are open that are past due within 30 days so the date won't need to be updated.
It's also worth noting that there is a similar "Last X Years" option when looking for old records. You might use this when exploring deals lost to a particular competitor over time, or deals won in a particular region during a specific time period.
Another useful area to create a rolling view is to catch past due Activities. You can create a similar view using the Last X Hours option. I set mine for the last 72 hours.
Shazam!
Looking for other tricks for more ways to use searches? Try:
Happy CRM'ing!