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

TipTo share your new file with other users, do one of the following:Add your file as a report in Microsoft Dynamics CRM, and select the report. On the More Actionsmenu, click Sharing, and specify users with whom to share the report.If the report would be useful for all users, add your file as a report in Microsoft Dynamics CRM, andask your system administrator to make it available to the organization. If you have the appropriatepermissions:1. In the Microsoft Dynamics CRM Reports area, select the report.2. Click Edit Report .3. On the Actions menu, click Make Report Available to Organization.Put the report in a shared file system.E-mail the report to other Microsoft Dynamics CRM users in the same domain.Use another report-writing toolCan 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. Read the online Help for the application that you are using to determine how to read external datafrom a Microsoft SQL Server database.2. When selecting the data source, choose the SQL Server instance used by Microsoft Dynamics CRM andthe Organization_MSCRM database.3. Select filtered views that start with the prefix Filtered and any fields from the filtered views that youwant in your report.TipTo share your new file with other users, do one of the following:Add your file as a report in Microsoft Dynamics CRM, and select the report. On the More Actionsmenu, click Sharing, and specify users with whom to share the report.If the report would be useful for all users, add your file as a report in Microsoft Dynamics CRM, andask your system administrator to make it available to the organization. If you have the appropriatepermissions:1. In the Microsoft Dynamics CRM Reports area, select the report.2. Click Edit Report .3. On the Actions menu, click Make Report Available to Organization.Put the report in a shared file system.E-mail the report to other Microsoft Dynamics CRM users in the same domain.216 Microsoft Dynamics CRM 4.0 User’s Guide