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Have questions on moving to the cloud? Visit the Dynamics 365 Migration Community today! Microsoft’s extensive network of Dynamics AX and Dynamics CRM experts can help.
2021 Release Wave 1Discover the latest updates and new features to Dynamics 365 planned April 2021 through September 2021.
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The Microsoft Dynamics 365 report wizard is a tool that helps users quickly and easily creates reports with charts, tables and drill-down capabilities. With the Dynamics 365 report wizard, you can Group and summarize data, Share with the entire organization, Add visuals such as charts and tables, Drill-down into the data and Run reports from lists and forms of underlying entities.
Creating custom reports in Dynamics CRM:
Step 1: Go to settings -> Reports.
Step 2: To create a new Report click on New.
Step 3: Click on Report Wizard.
Step 4: Fill the fields and click Next.
Step 5: Report Properties wizard opens. Enter name for report and the appropriate entities to report on. Select Next.
Step 6: Select filters for the data presented in the report.
Step 7: Design the layout of report.
Step 8: Select the record type and the column for the data to have grouped in the report and select OK.
Step 9: Repeat step 7 for additional columns until all the data is in the report. In the Layout Fields screen, click Next.
Step 10: Choose how to format report. Choose desired format—Table only or Chart and table—and select Next.
Step 11: Review the summary of report and select Next.
Step 12: Run the report.
For more visit Dynamics Pal.
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