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.
-
In the Workplace area, click
Reports.
The default Report view, Available Reports, appears.
-
Click the New button.
The New Report dialog box appears.
-
In the Report Type field,
select Existing File.
-
In the Source section of the
dialog box, click the Browse
button.
The Choose File To Upload dialog box appears.
-
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.
-
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.
-
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.
