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

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To edit an existing report, select Start from an existing report, select the report, andcheck the Overwrite existing report check box.b. If multiple languages are installed, select the language to use for column names, recordtypes, and wizard-generated text in the report.c. Click Next.4. Enter the name of the report, and specify which record types the report will use.The purpose of this step is to identify where the data in the report comes from. You can includedata from one or two record types, plus data from related records.a. Enter data in each field:Report name. This value will be displayed on the ReportsReports area.menu and in thePrimary record type. Data from all fields in this record type and related recordtypes will be available when you are defining criteria for which records to include.Data from this record type will be available when you are selecting fields to display.Related record type. If you need to display data from a related record type, selectan additional record type here.Tip: If you don't need data from a related record type, don't select one, as it makesthe report take longer to load.b. Click Next.5. Specify which records to include.The purpose of this step is to determine which records are included in your report. This informationis saved as the default filter for the report.You can select criteria based on the selected record types or on columns from related records.a. To include only records defined by an existing system view or saved view, select a view.– OR –To define which records to include by selecting criteria:To add a criteria row:1. In the area for the record type that the field belongs to, click Select, andspecify the field to filter on.2. Click the query relational operator, and select an operator.3. Click Enter Value, and enter a value to filter on. For some values, you canclick the Select Values buttonand select the value you want.to open the Select Values dialog boxTo group criteria, you must select two or more rows for the same record type. Forexample, Sales Stage and Est. Revenue are both field values in the Opportunityrecord type and two rows that specify filter criteria for these fields can be grouped.However, rows with field values from different record types, such as Account andOpportunity record types, cannot be grouped.116 Microsoft Dynamics CRM 4.0 User’s Guide
a. For each row you want to group, click the Select Row button for that row,and then click Select Row.b. On the Filter toolbar, select Group AND or Group OR.c. To remove a row from a group, click the Options menu button for thatrow, and then click Delete.d. To select a group, click the Options menu button for that group, and thenclick Select Group.e. To add a criteria clause to a group, click the Options menu button for thatgroup, click Add Clause, and then select the field, query relational operator,and value.f. To unselect a group that has been previously selected, click the Optionsmenu button for that group, and then click Deselect Group.g. To ungroup a group, click the Options menu button for that group, andthen click Ungroup.h. To change a Group AND group to a Group OR group, or a Group OR groupto a Group AND group, click the Options menu button for that group,and then click Change to OR or Change to AND.Click Next.Organize and lay out your data.The purpose of this step is to determine which columns to include, the order in which they aredisplayed, and whether to group data into subcategories. At a minimum, a report just includescolumns. By grouping and summarizing the data, you make it easier to see the patterns.For example, your report could use one level of grouping to group opportunities by salesperson, oradd a second level of grouping to show each quarter's opportunities, or add a third level to showthe percentage won and lost in each quarter.To use a chart in your report, if your report has no grouping, you must select at least one numericcolumn. If your report uses grouping, you must select at least one numeric column with a summarytype defined.Define how to organize the report:To group items so that they are organized together in the report by date or othercommon properties:0. For each grouping level you need, click Click here to add a grouping.1. Define the grouping:Record type. You can select records from the primary record type youselected, and from any related record types. If you selected asecondary record type, you can also select records from the secondaryrecord type and its related records types.Column. The name of the Microsoft Dynamics CRM field that containsthe data to define the grouping.Time interval. For datetime fields, group the data by Month, Day,Week, or Year.Sort order. Sort order for displaying the groups.Column width. Width of the column heading in pixels.Microsoft Dynamics CRM 4.0 User’s Guide 117
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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
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Or, select multiple recordsSelect s
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use Track in CRM.Copy a shortcut. O
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width (in pixels) that you want, an
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There is potential for data loss if
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To ensure that the file is exported
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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 and 110: To page through the report, on the
Page 111 and 112: Add a report without using the Repo
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: Create, edit, or copy a report usin
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
Page 161 and 162: To attach an articlea. To look up a
Page 163 and 164: This procedure does not create an O
Page 165 and 166: After a message is sent, the status
Page 167 and 168: Set the option to send and receive
Page 169 and 170: Convert an activity to a caseCan I
Page 171 and 172: 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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