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 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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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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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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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. […]

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Create or edit a queue

Create or edit a queue Make sure that activities or unresolved cases are acted upon faster by using queues in Microsoft Dynamics CRM. Queues can be useful in: Having a centralised list of pending work that needs attention Sorting tasks by type or by the people assigned to complete them Use queues to categorise and […]

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Create or edit a selection rule

Create or edit a selection rule Before you can add a resource to a service, you must define a selection rule to determine how resources are selected for service activities. You can create a simple rule that selects resources from a list, and nest selection rules and sub-rules to create compound and complex rules.  A […]

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Create or edit a resource group

Create or edit a resource group Use resource groups to group users, facilities, and equipment as part of the selection rules for a service. Create a resource group Go to Settings > Business Management. (How do I get there?) Choose Resource Groups. On the Actions toolbar, choose New. In the Resource Groups form, enter information […]

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Create or edit a contract

Create or edit a contract Use contracts and contract lines in Microsoft Dynamics CRM to define accurate terms and conditions for the support or services to be provided to your customers. Create a contract Note Although it is possible, creating a contract from an account is not recommended. The contract does not associate to the […]

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