D365 CRM Tutorial – Overview of Views

Views are a fundamental part of CRM that are used every time you navigate to a table, or search for data. You can used views to easily sort and filter data to locate a single or group of records. This 5-minute video shows a quick walkthrough of how views work in D365 CRM.

Views are a fundamental part of D365 CRM and are incredibly helpful when you navigate to a table, or search for data. Spend time optimizing your D365 CRM views to save time finding data.

Follow Optrua:
• Twitter:   / crmgurus  
• Facebook:   / optrua  
• Website: https://www.optrua.com
• TikTok:   / optrua