Microsoft has recently released its latest version of CRM, Microsoft Dynamics CRM 2015. This announcement celebrates the sixth version of the product since 2003 and demonstrates Microsoft's commitment to continually provide innovative, state-of-the-art technologies to customers. Today we will review how to use the Universal Search feature.
When you logon to CRM 2015, you will notice the site map now contains three functions that will remain static as you navigate throughout the system. Two of the functions, the Create and Advanced Find, which are not new, now appear in the main area.
Universal Search is new and will allow a user to perform a search across the main tables and organize the results by form as shown below. Each result is a hyperlink which allows you to navigate directly to the data.
This feature is a great timesaver as it reduces the number of clicks when searching for information. We are sure that you will enjoy this new feature! For more quick tips on using Microsoft Dynamics CRM, click here to sign up for our newsletter.
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