At Ledgeview, we have a solution that can provide this, but now you are able to remove options by clicking the ‘x’ in the upper right-hand corner of the text or use the drop-down menu to select and deselect.
You can also search easily with long option sets by typing within the box to find the data you’re looking for. The field is now separated by semi-colons.
Next, the “Not-In” clause within Advanced Find has been changed, so when you access your Active Accounts, for example, and select Active Accounts with NO Opportunities, you can filter accounts that are “Not-In.”
One other area that Microsoft has added under Opportunities is Business Process Flows, called Action Buttons.
Though you could always have a workflow associated with a different stage, now you can actually call on-demand workflows from within the opportunity.
Click the “Execute” button to create a task. Behind the scenes, it will execute the workflow and create tasks. It allows you to kick off on-demand workflows, but now it’s more of an end-user control.
Microsoft is adding more functionality to the business process flow.