How To ? - 1

How to sort a list by multiple columns?

• Consider you are on the Accounts list and you want to sort the list based on Address 1: City first and then Account Name.
• Click on Address 1: City header column.
• Now hold the Shift key on the keyboard and then click on the Account Name header column.

How to change the default Calendar view for a CRM user?

• On the Microsoft Dynamics CRM 4.0 main page click Tools.
• Select Options from the drop-down menu.
• On the Activities tab change the Default Calendar view to your preferences.
• Click OK.