Create or edit charts and dashboards

Create or edit charts and dashboards Create or edit a chart Drill down in a chart Work with, create, or customise dashboards Manage dashboard components Set properties for a chart or list included in a dashboard Create or edit a system chart Create or edit a chart Present large quantities of data in your organization […]

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Manage data

Manage data Set up duplicate detection rules to keep your data clean Run bulk system jobs to detect duplicate records Turn duplicate detection rules on or off for the whole organisation Delete bulk records View and take action on bulk deletion jobs Monitor and manage system jobs Send bulk email to customers Add or remove […]

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Manage users and set up security

Manage users and set up security Understand security roles Manage security settings View your user profile Add and manage users, and set security roles Assign a security role to a user Create or edit a team Enable or disable security for a field Set up security permissions for a field Secure sensitive data by enabling […]

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Manage your subscription

Manage your subscription Add user licenses to your subscription Add storage Remove storage from your subscription Add License Wizard and Add Storage Wizard errors There are a number of tasks associated with managing your Microsoft Dynamics CRM Online subscription.  To learn how to manage licenses, create users, assign security roles, grant user access, manage storage, […]

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Create, edit, or copy a report using the Report Wizard

Create, edit, or copy a report using the Report Wizard All reports that are created using the Report Wizard are Fetch-based reports. Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics CRM.  Check your security role a.   Follow the steps in View your user profile.. b.   Don’t have the […]

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Customise and organise reports

Customise and organise reports Analyse data in Microsoft Dynamics CRM by using reports. Microsoft Dynamics CRM includes default reports for many common business needs. However, most organisations customise the default reports and add custom reports for specific needs. Ownership of reports System reports are available to all users. Individuals who own reports can share them […]

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Edit the default filter of a report

Edit the default filter of a report When a report is a Microsoft SQL Server Reporting Services report, is enabled for pre-filtering, and has a default filter, you can change the default filter to display the data you expect to see in the report. This filter is used each time any user runs the report. […]

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Determine who can use a report

Determine who can use a report By default, a report is a personal report and can be used only by the author unless it is shared. If you use Microsoft Dynamics CRM for Outlook all reports that you own will be available when you’re offline. More information:  Work offline with CRM for Outlook. Make sure […]

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Troubleshoot problems with data not displaying in a report

Troubleshoot problems with data not displaying in a report There are several possible reasons why data that you expect to be in a report does not appear: Insufficient security permissions. If you don’t have permission in Microsoft Dynamics CRM to view a record, it will not appear in the report. Data is not entered. The […]

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