You create an Advanced Find that displays all of the open opportunities containing a specific line item. You need to edit some of the records returned from the Advanced Find by using immersive…

The correct answer is C. Save the Advanced Find as a view. With immersive Excel you bring in Excel capabilities into CRM: Users can do all the major features expected on excel (e.g.: filters, pivot tables, charts, etc.), as they did before on real-time data, but now without leaving CRM web interface and having to export views as excel…

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Question

You create an Advanced Find that displays all of the open opportunities containing a specific line item. You need to edit some of the records returned from the Advanced Find by using immersive Excel. What should you do first?

Options

AClick Export to Excel
BClick Download Fetch XML
CSave the Advanced Find as a view.
DCreate a Microsoft Excel template.

How the community answered

(52 responses)

A
6% (3)
B
13% (7)
C
79% (41)
D
2% (1)

Explanation

With immersive Excel you bring in Excel capabilities into CRM: Users can do all the major features expected on excel (e.g.: filters, pivot tables, charts, etc.), as they did before on real-time data, but now without leaving CRM web interface and having to export views as excel files. Always start Immersive Excel from a full CRM view: If Advanced Find is used to get the date to bulk update, save as a view first. https://community.dynamics.com/crm/b/mscrmdaily/archive/2015/04/18/2015-update-1-

Topics

#Advanced Find#immersive Excel#saved views#export to Excel

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