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

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

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By default, the <strong>Microsoft</strong> <strong>Dynamics</strong> <strong>CRM</strong> Web application displays 50 records per page. You canincrease the number of records displayed and thereby increase the number of records you can selectat one time. To display up to a maximum of 250 records per page:1. On the Tools menu, click Options.2. On the General tab, in the Records Per Page list, select the number of records todisplay per page.3. Click OK.This changes the number of items that is displayed for all lists, which may slow response time whenyou switch record types. Therefore, you might want to set it back to a smaller number when you aredone with this bulk action.If you need to print other columns than the ones in the list, use Advanced Find to create a new viewthat includes all the columns you need. More information: Work with Advanced FindIf you want to format the list before printing it, export the list to <strong>Microsoft</strong> Office Excel, and format itthere. More information: Export Data to ExcelWhen you print a list, a title describing the list is not included. If you need a title on your printout,export the list to <strong>Microsoft</strong> Office Excel, add a title, and then print the worksheet.Print the details of an activity from a calendarCan 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: Common Task PermissionsYou can print the details of an appointment or service activity from the Workplace calendar or the Service calendar.1. Locate and open the appointment or service activity you want to print.2. On the Actions toolbar, click the Print button .3. In the Preview dialog box, click Print.4. In the Print dialog box, set the printing options you want, and then click Print.5. On the Standard toolbar, click Close.NoteTo print the entire calendar as you see it in the window, click Print in <strong>Microsoft</strong> Internet Explorer.Run a reportCan 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. Find and open a report:22 <strong>Microsoft</strong> <strong>Dynamics</strong> <strong>CRM</strong> <strong>4.0</strong> User’s <strong>Guide</strong>

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