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We started using Dynamics CRM 2011 On-Site in January and love the product. One thing though, is with the upgrade that included Activity Feeds, when you go to print an account it shows the activity feed at the top of the page. Is there any way to disable this, or move it to the bottom of the printout somehow? I've resorted to making my own report in BIDS that will give me all the account info I need, but I can't figure out how to then pull the related contacts for the account onto the same report. If we could move or remove the Activity Feeds from the printout on the account, I wouldn't have to bother with BIDS at all
Unfortunately, the Print button generates a printable web page that is good for most print scenrarios, but it cant be customized. The usual option is to write a custom report (which you've tried).
Another option, which I haven't tried yet but might work, is to create another form (each entity can have multiple forms), let's call it the Print Form. The Print Form would be available to all users, and would only have the tabs, sections and fields that you want to print. So it could include the contacts in a sub-grid but omit the Record Wall tab.
Neil Benson, Slalom Consultinghttp://uk.linkedin.com/in/neilbenson@customery
Neil thanks for the response. OK so I was on the right track. Now I can keep going on the BIDS report, but I only want to continue if I can somehow pull the list of related contacts for the account into that report. is that somehow possible?
Making a Print form is also another option, thanks for the idea.
Unfortunately, I'm not a report developer so I can't tell you *how* it's done, but I know it's possible. Have a look at the standard Account Summary report for inspiration as this has a list of associated contacts.
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