How can I save an Advanced Find view as my default view?
You cannot use an Advanced Find saved view as your default view.
If you create a view that you think should be the default view for all users, ask your system administrator or system customizer to create that view.
Related Topics
Troubleshooting
Requesting User Interface Changes
Customizing Entities
Work with Views
Exporting Data to Excel – Troubleshooting
How can I create a view or export data that includes fields from related records?
Advanced Find search results can include fields from related records.
To specify fields from related records in Advanced Find:
1. Click Advanced Find.
2. Click Edit Columns, and then click Add Columns.
3. Select the related record type, select the columns from that record type, and then click OK.
4. Click OK again to close the Edit Columns dialog box.
Note: You cannot sort Advanced Find search results based on a column from a related record. If you need to sort by a column from a related record, export your list to a Microsoft Office Excel worksheet or PivotTable, and sort the data there.
Related Topics
Troubleshooting
Write a Report Using Report-Writing Tools
Export Data to Excel
Work with Advanced Find
Customizing and Organizing Reports
When I export data to a Microsoft Office Excel dynamic worksheet or
PivotTable, why do I receive a "Connection failed. Reason: not associated with a trusted SQL connection" error?
This error occurs if you are accessing Microsoft Dynamics CRM from a different domain than the domain that
Microsoft Dynamics CRM is installed on.
To export a list of records to a dynamic Microsoft Office Excel worksheet or PivotTable, your computer must be on the same domain as the domain of the Microsoft Dynamics CRM server. If you are on a different domain, you can export a static worksheet.
Related Topics
Running Reports - Troubleshooting
452 Microsoft Dynamics CRM 4.0 User’s Guide
