Which three steps must be followed to set up a personal view that you can use without having to create it each time?

You are a sales person working in the Microsoft Dynamics 365 web interface

You want to create a view that you can use to segment your active customers by area, based on their physical address.

Which three steps must be followed to set up a personal view that you can use without having to create it each time? Each correct answer presents part of the solution.
A . Use Advanced Find to search both Accounts and Con
B . Save your query, and give it a name.
C . Export the query to Excel, and import it every time ydu need to use it
D . Use Advanced Find to search for alt Account records that are active.
E . Use Advanced Find to filter the records, based on the*r ZIP/Post code.

View Answer

Answer: B,C