Microsoft Dynamics CRM 4.0 User's Guide - MAEIL, Information ...

a. In the Activities list, in the Type box, select E-mail.b. Click Advanced Find, and then click Show Details.c. Click Select, and then in the Related section, select Activity Parties (Activity).d. Under Activity Parties (Activity), click Select.e. In the Fields section, click Participation Type, click Enter Value, and then click theSelect Values button .f. In the Available Values list, select To Recipient, click the Add Selected Recordsbutton, and then click OK.g. Under Activity Parties (Activity), click Select.h. In the Fields section, click Party.i. Click the Equals Current User operator, and change it to Equals.j. Click Enter Value, and then click the Lookup button .k. In the Look for box, select Contact, enter some letters to search for, and then click Startsearch.l. Select the contact, click the Add Selected Records button , and then click OK.m. In the Advanced Find page, click Find.NoteYou cannot use Advanced Find to find records related to quick campaigns.Working with saved Advanced Find searchesCan I do this task?This task requires permissions that are found in all default security roles. More information about specificpermissions and performing this task while offline: Common Task PermissionsYou can run, share, assign, delete, or deactivate a saved view that you own.If another user has shared a saved view with you, what you can do will depend on the specificprivileges they have given to you: Share, Assign, Delete, or Write.Run a saved searchOn any list page in the View box, in the My Views section, select a saved view.If there is not a My Views section, there are no saved searches for this record type.– OR –On the Standard toolbar, click Advanced Find, and then click the Saved Views tab. Double-click a savedsearch, and then click Find.Share a saved search1. On the Standard toolbar, click Advanced Find, and then click the Saved Views tab.Microsoft Dynamics CRM 4.0 User’s Guide 15