Microsoft Dynamics® CRM Training

Creating a Report

Video Details

A report is an effective tool for presenting specific information in a formatted textual or graphical format. The Report Wizard in Microsoft Dynamics CRM Online 2011 allows you to create sophisticated reports with the help of an intuitive step-by-step process.

This video walks you through the steps of the Report Wizard by creating an “Opportunity Pipeline” report that shows all opportunities by owner, and includes the sum of all estimated revenue across those opportunities.

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