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This chapter is from the book


We have looked at a number of features that are similar throughout the application and not specific to any one Entity.

When working with the various features of Microsoft Dynamics CRM, such as Advanced Find or Mail Merge, it is important to understand that the system is incredibly flexible. Any customizations and modifications that have been made to the system are available to be queried. This provides for a powerful tool when searching and creating a set of records dynamically.

Although there are some differences in functionality depending on where you're accessing them from, these features are common throughout the application.

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