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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM4 - Copy and Edit t...
Microsoft Dynamics CRM (Archived)

CRM4 - Copy and Edit the 'Sales Pipeline'-Report

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Posted on by Fabian Henzler 115

Hi,

i need to copy and edit the Sales Pipeline Report. For now, i downloaded the report into a .rpl and importet it with the report wizard, but i still can't edit the Layout the report should have!

So my question is: "How can i copy a standard CRM4 report and edit this one?" or "How can i use a standard CRM4 report as a teplate for a new report?"

 

Thanks

Fabian

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  • Raji Kamber Profile Picture
    Raji Kamber 165 on at
    Re: CRM4 - Copy and Edit the 'Sales Pipeline'-Report

    Hi, 

    Download the report to .rdl and add the report to a report server project. You will be able to edit the report.

     Regards

    Raji

  • Fabian Henzler Profile Picture
    Fabian Henzler 115 on at
    Re: Re: CRM4 - Copy and Edit the 'Sales Pipeline'-Report

    Hi Raji,

    thanks a lot for your answer! I need to do this with the Business Intelligents Developement Tool - correct?

    Thanks a lot :)

  • Raji Kamber Profile Picture
    Raji Kamber 165 on at
    Re: Re: Re: CRM4 - Copy and Edit the 'Sales Pipeline'-Report

    Hi,

     Yes, you have to use the Business Intelligents Developement Tool .

     

    Regards

    Raji

  • Fabian Henzler Profile Picture
    Fabian Henzler 115 on at
    Re: Re: Re: Re: CRM4 - Copy and Edit the 'Sales Pipeline'-Report

    Hi again :)

    I never worked with the Business Intelligents Tool and don't know how to handle it :(

    I just need 2 fields to be added: the description field from the opportunity and the company name.

    Can anyone send me a file, i can import, with these additional fields? =D

  • Henrik Schmidt Profile Picture
    Henrik Schmidt 430 on at
    Re: CRM4 - Copy and Edit the 'Sales Pipeline'-Report

    Hi Fabian,

    you can find some help on this issues in the "Working with Microsoft Dynamics CRM 4.0" book (http://www.microsoft.com/learning/en/us/Books/10598.aspx), which you might have anyway. Check pages 363 and following for some advice.

     Best, Henrik.

  • Fabian Henzler Profile Picture
    Fabian Henzler 115 on at
    Re: Re: CRM4 - Copy and Edit the 'Sales Pipeline'-Report

    i don't have it :( but i will search for a tutorial or something like that on the net

     

    thx :)

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