Microsoft Dynamics® CRM Training

Categorizing Reports

Video Details
Reports are a valuable tool in Microsoft Dynamics CRM Online 2011. They can provide users with great insight into their data as well as unify users who view shared reports. As the number of reports utilized by the members of your CRM Online organization increases, categorization becomes essential in order to organize reports logically and make finding them easier. The creation of new custom views also makes categorized reports easy to find. This video walks through the process of categorizing reports, creating custom categorizes for your organization, and creating custom views so that you can provide colleagues with easy access to categorized reports.

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