Tag "Report Wizard"

When to Use the Report Wizard

Microsoft Dynamics CRM provides many quick and easy ways to view and filter data right from the familiar list interface. With customizable views, quick search, column filtering and Advanced Find, users can retrieve, filter and organize records without having to go to the Report Wizard.

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Advanced Find vs. Report Wizard

If you aren’t familiar with the reporting options for CRM, let me introduce you to the two out-of-the-box options for reporting: Advanced Find and the Report Wizard.

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Report Wizard for Microsoft Dynamics CRM 2011

Microsoft Dynamics CRM 2011 has a number of reporting options ranging from very simple and limited to complex and robust. The option you choose is contingent upon many factors not limited to time, budget, level of expertise, or the goal of the report.

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