Download a report

Download a report To edit a default report, you can download the report from Microsoft Dynamics CRM to a computer that is set up with the report development environment, and then make the necessary changes. Go to Reports. (How do I get there?) On the Actions  menu, click or tap Download Report. The RDL file […]

Read More

Share a report with other users or teams

Share a report with other users or teams When you create a new report, share it with other people on your team or in your organisation so that they can also benefit from it. There are several ways that you can share your new report with other people. Share the report with other users or […]

Read More

Organise and lay out your data

Organise and lay out your data When you create a report, you have to decide which columns to include, the order in which they are displayed, and whether to group data into subcategories. By grouping and summarising the data, you make it easier to see the patterns. For example, your report could use one level […]

Read More

Add a report

Add a report If you’ve created a custom report outside of Microsoft Dynamics CRM, you can easily add it to CRM. Go to Reports. (How do I get there?) Choose New. Add a file created in another application a.  In the Source section, in the Report Type box, select Existing File. b.  In the File […]

Read More

Create and run reports

Create and run reports Get a list of available reports Microsoft Dynamics CRM includes many system reports that you can use to gain insights into how your business is doing. You can use these reports as is or customise them for your needs. For more information about customised reports, see Customise and organise reports. Reports […]

Read More

Work with marketing campaigns

Work with marketing campaigns Get started with CRM marketing Create a marketing list in the CRM marketing work area Create or edit a campaign in the CRM marketing work area Create a quick campaign in the CRM marketing work area Add an activity to a campaign in the CRM marketing work area Add a marketing […]

Read More

Manage queue items

Manage queue items Assign an activity to a user or queue Find what’s assigned to you in a queue   Assign an activity to a user or queue If you would like another person in your organization to work on an activity, you can assign the activity to that person or move it to another […]

Read More

Create and manage activities

Create and manage activities Schedule a service activity Navigate the service calendar Find the next available time before creating a service activity Create a service activity without checking for conflicts Schedule a service activity Use this form to search for an available time for a service activity. You can either search for an open time […]

Read More

Create or edit an appointment

Block time to meet or talk to your customers by using appointments in Microsoft Dynamics CRM. You can modify any of the information in an open appointment. If you change the date and times of the appointment, Microsoft Dynamics CRM will recheck for schedule conflicts. The calendar displays canceled and completed appointments and service activities. […]

Read More