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

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However, rows with field values from different record types, such as Account andOpportunity record types, cannot be grouped.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.204 Microsoft Dynamics CRM 4.0 User’s Guide
Column width. Width of the column heading in pixels.Summary type. You can group records by a count of matchingrecords.2. To reorder the grouping levels, use the up and down arrows in the CommonTasks section.3. Click OK.To define the sort order within each group, click Configure Sorting, select acolumn and sort order, and then click OK.To limit reports to groups with the highest or lowest values, click Set Top orBottom Number:0. Select Top or Bottom.1. Select the number of groups to display.2. Click OK.Define which columns to display in the report. You can display columns that show data froma record, or columns that show summary information:0. For each column you want to include, click Click here to add a column:Record type. You can select records from the primary record type youselected, and from any related record types. If you selected a secondaryrecord type, you can also select records from the secondary record type andits related records types.Column. The name of the Microsoft Dynamics CRM field that contains thedata to display or summarize.Data type. The data type of the column, one of: primarykey, nvarchar,picklist, bit, decimal, int, float, money, ntext, datetime, owner, lookup.Name. The name used in the database.Column width. The width in pixels of the column.Summary type. The specific type of summaries available depends on thedata type of the column.ooNone: lookup, datetime, owner, picklist, bit, ntextAverage, Maximum, Minimum, Percent of Total, Sum: allnumeric record types (decimal, int, float, money)Use the left and right arrows to reorganize the columns.1. Click OK.Click Next.Select whether to use a chart in the report.The purpose of this step is to determine whether to use a chart, and which type of chart to use.Select whether to include a chart:Table only. This provides a table grouped and sorted as you specified.Chart and table. Displays both a chart and table.oShow table below the chart on same page. Clicking on the chart doesnothing.Microsoft Dynamics CRM 4.0 User’s Guide 205
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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
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A record will only import if all Mi
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9. After reviewing the details, if
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The Created On and Modified On attr
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. Click Browse, select the comma-se
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TipIf you create a data map that yo
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Add any file or link to a Web page
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To adjust the width of a column, cl
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6. In the list of available records
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Configure sortingTo change the sort
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If you export a dynamic worksheet o
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If the recipients are in the same d
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To select a report from a record or
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To install the required control, cl
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Competitor Win Loss ReportUse this
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Web linksStatic filesDynamic files
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- OR -To start from a copy of an ex
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Column width. Width of the column h
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ooForms for related record typesRep
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Only reports that relate to the cur
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To page through the report, on the
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Add a report without using the Repo
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If you use the Microsoft Dynamics C
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share the.RDL file with the report
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g. To ungroup a group, click the Op
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If the report is enabled for pre-fi
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Create, edit, or copy a report usin
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a. For each row you want to group,
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oShow chart. To view data for a cha
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Make a report available for externa
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a. In the Microsoft Dynamics CRM Re
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Use Microsoft Office Word 2003Can I
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3. On the Actions menu, click Make
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TipTo share your new file with othe
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4. On the Actions toolbar, click Se
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7. If necessary, you can add or del
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While working with quotes, removing
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7. Click OK.Microsoft Dynamics CRM
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RegardingThis field is used to link
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DueIf you are not sending your e-ma
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Close an activityCan I do this task
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6. Click Save or Save and Close.Not
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Assign an activity to a user or que
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Work with Integrated Instant Messag
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More information: Creating and Usin
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Page 161 and 162: To attach an articlea. To look up a
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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
Page 173 and 174: Increasing Your EfficiencyPersonali
Page 175 and 176: 2. In the Set Personal Options dial
Page 177 and 178: Create the duplicatesThis option al
Page 179 and 180: Create or edit an e-mail templateCa
Page 181 and 182: Set how your e-mail is trackedCan I
Page 183 and 184: In the above options, if you chose
Page 185 and 186: You can export to a static or dynam
Page 187 and 188: Create, Edit, or Copy a Report Usin
Page 189 and 190: However, rows with field values fro
Page 191 and 192: oShow chart. To view data for a cha
Page 193 and 194: From the Reports areaa. In the Work
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Page 197 and 198: ExcelView the report in Microsoft O
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Page 205 and 206: 2. Download the report from Microso
Page 207 and 208: Create one-time or scheduled Report
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Page 215 and 216: Edit a default report or create a R
Page 217 and 218: language in their personal options.
Page 219 and 220: Use Microsoft Office Word 2007Can I
Page 221 and 222: 4. Continue with the Query Wizard.
Page 223 and 224: Using the Knowledge BaseUsing Artic
Page 225 and 226: View unpublished articlesCan I do t
Page 227 and 228: Using workflowsYou use workflows by
Page 229 and 230: Send an e-mail notificationStart a
Page 231 and 232: Conditional Branch. Adds a conditio
Page 233 and 234: 5. Click the field where you want t
Page 235 and 236: Create or edit an announcementCan I
Page 237: c. In Common Tasks, click Add Colum
Page 240 and 241: Managing Customer RelationshipsMana
Page 242 and 243: postal code can provide basic geogr
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Page 246 and 247: NoteYou cannot set up duplicate rel
Page 248 and 249: Party 2Select the customer record t
Page 250 and 251: For Selected RecordsSelect this opt
Page 252 and 253: NoteThis topic documents the list o
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Page 256 and 257: 5. Click Save or Save and Close.Rep
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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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