Microsoft Dynamics CRM 4.0 User's Guide - MAEIL, Information ...

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ExcelView the report in Microsoft Office Excel. This format includes all the row, column, andfield labels, in addition to report formatting.Large reports and reports with charts might not display with the expected formattingwhen exported in this file format. To export only the data, instead of using this format,from any list in Microsoft Dynamics CRM, including results of Advanced Find searches,export the data into Microsoft Office Excel, and then save as a comma-delimited (CSV)file. More information: Export Data to ExcelWeb archiveView the report in Microsoft Internet Explorer, as a MIME-encoded HTML format thatkeeps images and linked content together with a report. For chart reports, if the chartis not displayed correctly the first time that you export the report, export the reportagain.Choose this format to view a report offline or for e-mailing the report.Acrobat (PDF) fileView the report using a client-side PDF viewer. You must have Adobe Acrobat Readerto use this format.Choose this format for long reports, paginated reports, or reports that are delivered asa file.TIFF fileView the report in the default TIFF viewer. For some Windows clients, this is theWindows Pictures and Fax Viewer.Choose this format to a view a report in a page-oriented layout. The TIFF format is therecommended format for printing reports.CSV (comma delimited)View the report as a text file, with fields separated by commas. This format includes allthe row, column, and field labels.To export only the data, instead of using this format, export data from any list inMicrosoft Dynamics CRM, including results of Advanced Find searches, into MicrosoftOffice Excel, and then save as a comma-delimited (CSV) file.XML file with report dataView the report as an XML file.TipsIf there is no report that gives you the information you need, you can either export data to MicrosoftOffice Excel, or create your own report. More information: Export Data to Excel, Create and Workwith ReportsIf a snapshot of a Reporting Services report exists, you can view it from the Reports area. To see ifany snapshots exist for a report, click the View Snapshots button next to the report. If asnapshot exists, click the snapshot link to view the snapshot.NoteIf multiple Language Packs are installed, only reports that are marked for display in the language you specified inPersonal Options will be visible. More information: Set Personal Options104 Microsoft Dynamics CRM 4.0 User’s Guide
Add a report without using the Report WizardCan I do this task?This task requires permissions that are found in all default security roles. More information about specificpermissions and performing this task while offline: Report Permissions1. In the Navigation Pane, click Workplace, and then under My Work, click Reports.2. To add a new report, click New.Add a new file that reads data from the Microsoft Dynamics CRM database.You can add a static file, or a dynamic Microsoft Office, Microsoft SQL Server Reporting Services or otherODBC-compliant file that reads data from the Microsoft Dynamics CRM database.1. In the Source section, in the Report Type box, select Existing File.2. In the File Location box, enter the path and file name of the dynamic or static file to add, orclick Browse to locate the file.When you add a new Reporting Services report, if the report is enabled for pre-filtering and thereport doesn't already have a default filter, a default filter that limits the data in the report torecords modified within the past 30 days that have status set to active is added.TipsFor information about creating Microsoft Office files or other ODBC-compliant files that readdirectly from the Microsoft Dynamics CRM database, see: Write a Report Using Report-WritingTools.To change a file that has been added as a report, you must download it, make any changes, andthen add it again.By default, the maximum size of the file that you can upload is 4 megabytes (MB). This can bechanged by your system administrator. More information: Microsoft Knowledge Base Article295626Add a new link to a Web page1. In the Source section, in Report Type, select Link to Web page.2. In the Web Page URL box, enter the URL of the Web page to add.Specify the properties for the report.NameThe name for the report that is shown in the Reports area and on the Reportsforms and lists.menu inDescriptionThe description that is displayed in the Reports area.Microsoft Dynamics CRM 4.0 User’s Guide 105
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Microsoft Dynamics CRM 4.0 User’s
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Table of ContentsChapter 1: Getting
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Chapter 3: Marketing ..............
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Chapter 1: Getting StartedThis chap
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Customer Service ManagementThe Cust
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Information in the Resource Center
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ToPressMove to the next option or o
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utton .Use an asterisk (* ) as a wi
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In any list, select multiple record
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Clear, delete, or group search crit
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a. In the Activities list, in the T
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Delete a saved search3. On the Stan
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Microsoft Dynamics CRM.Business Uni
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NoteYou cannot update an attached f
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From the Reports areaa. In the Work
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3. Click Enter Value, and enter a v
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The following export formats are in
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DueEnter the date and time that the
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is displayed as long as the receipi
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NotesWhen you close an activity, th
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CustomerYou must click the Lookup b
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In the Assign to Queue or User dial
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Attach a fileCan I do this task?Thi
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5. On the General tab, in the Recor
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To search all records on all pages
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ooYou can use the Modified On colum
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2. Select the record or records tha
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You cannot create a new contact or
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Assign to another userClick the Loo
Page 59 and 60: Or, select multiple recordsSelect s
Page 61 and 62: use Track in CRM.Copy a shortcut. O
Page 63 and 64: width (in pixels) that you want, an
Page 65 and 66: There is potential for data loss if
Page 67 and 68: To ensure that the file is exported
Page 69 and 70: Notes and attachmentsYou can delete
Page 71 and 72: A record will only import if all Mi
Page 73 and 74: 9. After reviewing the details, if
Page 75 and 76: The Created On and Modified On attr
Page 77 and 78: . Click Browse, select the comma-se
Page 79 and 80: TipIf you create a data map that yo
Page 81 and 82: Add any file or link to a Web page
Page 83 and 84: To adjust the width of a column, cl
Page 85 and 86: 6. In the list of available records
Page 87 and 88: Configure sortingTo change the sort
Page 89 and 90: If you export a dynamic worksheet o
Page 91 and 92: If the recipients are in the same d
Page 93 and 94: To select a report from a record or
Page 95 and 96: To install the required control, cl
Page 97 and 98: Competitor Win Loss ReportUse this
Page 99 and 100: Web linksStatic filesDynamic files
Page 101 and 102: - OR -To start from a copy of an ex
Page 103 and 104: Column width. Width of the column h
Page 105 and 106: ooForms for related record typesRep
Page 107 and 108: Only reports that relate to the cur
Page 109: To page through the report, on the
Page 113 and 114: If you use the Microsoft Dynamics C
Page 115 and 116: share the.RDL file with the report
Page 117 and 118: g. To ungroup a group, click the Op
Page 119 and 120: If the report is enabled for pre-fi
Page 121 and 122: Create, edit, or copy a report usin
Page 123 and 124: a. For each row you want to group,
Page 125 and 126: oShow chart. To view data for a cha
Page 127 and 128: Make a report available for externa
Page 129 and 130: a. In the Microsoft Dynamics CRM Re
Page 131 and 132: Use Microsoft Office Word 2003Can I
Page 133 and 134: 3. On the Actions menu, click Make
Page 135 and 136: TipTo share your new file with othe
Page 137 and 138: 4. On the Actions toolbar, click Se
Page 139 and 140: 7. If necessary, you can add or del
Page 141 and 142: While working with quotes, removing
Page 143 and 144: 7. Click OK.Microsoft Dynamics CRM
Page 145 and 146: RegardingThis field is used to link
Page 147 and 148: DueIf you are not sending your e-ma
Page 149 and 150: Close an activityCan I do this task
Page 151 and 152: 6. Click Save or Save and Close.Not
Page 153 and 154: Assign an activity to a user or que
Page 155 and 156: Work with Integrated Instant Messag
Page 157 and 158: More information: Creating and Usin
Page 159 and 160: Sending and Replying to E-Mail Mess
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To attach an articlea. To look up a
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This procedure does not create an O
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After a message is sent, the status
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Set the option to send and receive
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Convert an activity to a caseCan I
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You can enter a description of the
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Increasing Your EfficiencyPersonali
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2. In the Set Personal Options dial
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Create the duplicatesThis option al
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Create or edit an e-mail templateCa
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Set how your e-mail is trackedCan I
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In the above options, if you chose
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You can export to a static or dynam
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Create, Edit, or Copy a Report Usin
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However, rows with field values fro
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oShow chart. To view data for a cha
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From the Reports areaa. In the Work
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. To group criteria, you must selec
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ExcelView the report in Microsoft O
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Parent ReportIf this report is a su
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Lists for related record typesRepor
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Edit the default filter for a repor
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2. Download the report from Microso
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Create one-time or scheduled Report
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- OR -To edit an existing report, s
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Column width. Width of the column h
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ooForms for related record typesRep
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Edit a default report or create a R
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language in their personal options.
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Use Microsoft Office Word 2007Can I
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4. Continue with the Query Wizard.
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Using the Knowledge BaseUsing Artic
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View unpublished articlesCan I do t
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Using workflowsYou use workflows by
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Send an e-mail notificationStart a
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Conditional Branch. Adds a conditio
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5. Click the field where you want t
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Create or edit an announcementCan I
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c. In Common Tasks, click Add Colum
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Managing Customer RelationshipsMana
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postal code can provide basic geogr
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ooFaxThe selected option simply pro
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NoteYou cannot set up duplicate rel
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Party 2Select the customer record t
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For Selected RecordsSelect this opt
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NoteThis topic documents the list o
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oMailThe selected option simply pro
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5. Click Save or Save and Close.Rep
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However, you can also click the Loo
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For Selected RecordsSelect this opt
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Use this report to identify account
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Create or edit a leadCan I do this
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oMailThe selected option simply pro
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NotesBased on the security privileg
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Reactivate a closed leadCan I do th
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a. In the Navigation Pane, click Ma
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Work with OpportunitiesOpportunitie
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When the Look Up Records dialog box
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To remove a relationship, open the
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Close an opportunityCan I do this t
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Default sales reportsThe following
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2. On the Actions toolbar, click Ne
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Add or remove opportunities for a c
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9. Under Details, click Documents.1
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Selecting recipients for the quick
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You cannot add additional records t
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When you first create a quote it ha
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You must manually enter the tax amo
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Price ListSearch for and select the
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The mail merge process creates two
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You must enter the date in the form
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CurrencySelect the currency in whic
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ecords are created every five minut
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CurrencySelect the currency in whic
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TipWhen the Look Up Records dialog
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Bill To AddressEnter the address wh
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Lock or unlock the price for an ord
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Running CampaignsPlanning Campaigns
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The Total Cost of Campaign Activiti
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8. In the Outsource Vendors box, cl
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Understanding Quick CampaignsYou ca
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NotesYou cannot add additional reco
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Importing Campaign ResponsesIn addi
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2. Open the campaign that contains
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Using Marketing ListsCreating and M
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Add members to a marketing listCan
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Remove members from a marketing lis
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5. Create a query to find the list
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Select this option to include all r
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Chapter 4: ServiceThis chapter expl
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ArrivedCanceledCompletedNo ShowBusy
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calendar in your Workplace.You can
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The Schedule Service Activity form
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Show Time AsIf you want to change t
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that another service activity or ap
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Change the status of a service acti
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You cannot create a recurring servi
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2. On the Actions toolbar, click Sc
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Find an available time with specifi
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2. On the Actions toolbar, click Ne
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Close or cancel a service activityC
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7. On the Details tab, you can sele
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. On the Actions toolbar, click New
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SubjectYou must enter a subject. Th
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The Schedule Service Activity form
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Show Time AsIf you want to change t
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example, you could enter the sympto
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a. In the Navigation Pane, click Wo
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- OR -To work with activities assoc
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Providing Customer Service with Con
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. In the Contract form, on the Acti
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3. Under Details, click Contract Li
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Renew a contractCan I do this task?
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Recording Entitlements Through Cont
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Resolve potential duplicate records
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3. On the Actions menu, click Resol
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Chapter 5: Microsoft Dynamics CRM f
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RemindersAfter synchronization with
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5. To save your changes and close t
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ContactsSelect this option if you w
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More information: Set Personal Opti
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when you are working offline, they
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If a tracked activity is deleted fr
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3. Save Outlook tasks as Microsoft
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In your personal options, you can s
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2. Do one of the following:Create a
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Outlook, the attachments do not syn
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6. You can also attach an article,
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This procedure does not create an O
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After a message is sent, the status
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Save Record.- OR -NotesIf your new
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NotesIf your new or updated record
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Before you go offline, you can sele
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The Data Group tab lists existing d
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More information: Set Personal Opti
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Set address book options in Microso
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Synchronize with Microsoft Outlook
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Resolve data synchronization errors
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TroubleshootingAccessing Parts of t
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Work with Security RolesControlling
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Importing DataHow do I link address
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What does the message mean that I g
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How can I find all records that don
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Export Data to ExcelRunning Reports
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4. In the Encoding list, click Unic
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e-mail activities created?Microsoft
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Why am I receiving e-mail messages
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Why can't I fix some of the synchro
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Why are Outlook appointments not ap
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General Issues with Microsoft Dynam
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Synchronizing InformationWhen I upg
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Why can't I go back online?This usu
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Running Reports - TroubleshootingCr
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Why do I receive the error "SRS soa
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GlossaryAaccept (To move a case int
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ase currency (The primary or defaul
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conditional branch (An element of w
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number of recipients. The e-mail go
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Import Data Wizard (A wizard used t
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opportunity (A potential revenue-ge
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qualify (To verify that a record fi
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subset of that type. )schedule (A l
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Tteam (A group of users who share a
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workflow scope (The range of record
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