DYNAMICS 365 SALES TIPS Here’s what you’ll learn How to filter using fields from related tables How to combine AND and OR conditions for better results Why testing your filters
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DYNAMICS 365 SALES TIPS Here’s what you’ll learn How to add OR conditions to your filters How to group criteria for better results Why OR filters help you cover different
DYNAMICS 365 SALES TIPS Here’s what you’ll learn How to add multiple filter criteria How to group filters with AND Why edit filters are easier than using column headers How
DYNAMICS 365 SALES TIPS Here’s what you’ll learn How to reorder columns with simple drag and drop How to add new fields from the table How to include data from
Let’s take an example. Suppose we have the following Business Process Flow (BPF) for Leads: If the Lead Type = Grade A, we want the Grade A Details stage to
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