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Microsoft Dynamics CRM 2011 : Reporting with Excel (part 4) - Uploading Excel Reports to the Reports List in Microsoft Dynamics CRM

5/8/2013 7:26:00 PM
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4. Uploading Excel Reports to the Reports List in Microsoft Dynamics CRM

You are now able to create reports that have value to others in your organization in addition to yourself. Although you learned that you can store dynamic Excel reports in a shared network location, this might be cumbersome and difficult to find. Microsoft Dynamics CRM allows you to also upload reports to the Reports area and share the reports so that users can access all of their reports within the application.

In this exercise, you will upload a report to the Reports area of Microsoft Dynamics CRM.

Note

SET UP Use the Internet Explorer web browser to navigate to your Microsoft Dynamics CRM website, if necessary, before beginning this exercise.

  1. In the Workplace area, click Reports.

    The default Report view, Available Reports, appears.

  2. Click the New button.

    The New Report dialog box appears.

  3. In the Report Type field, select Existing File.

  4. In the Source section of the dialog box, click the Browse button.

    The Choose File To Upload dialog box appears.

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  5. Navigate to the Dynamic Activity Export file , and click Open.

    The file path now appears in the File Location field of the New Report dialog box.

  6. Click the Save and Close button to save your report in Microsoft Dynamics CRM. You will now see the report in the available reports list.

  7. Double-click the Dynamic Activity Export report to run your report. Your report is launched.

    You have successfully uploaded your report to Microsoft Dynamics CRM.

 
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- Microsoft Dynamics CRM 2011 : Reporting with Excel (part 3) - Exporting Dynamic Data to Excel PivotTables
- Microsoft Dynamics CRM 2011 : Reporting with Excel (part 2) - Exporting Dynamic Data to Excel Worksheets
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