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Microsoft Dynamics CRM (Archived)

MSCRM + Make Report Available to Organization is missing.

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Hello All Experts,

I have a report and want to share it with organization.

i have come across below thread but the option to share to organization is missing.

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/basics/share-report-users-teams

How can i overcome this scenario.

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  • Suggested answer
    Megan V. Walker Profile Picture
    Megan V. Walker 1,806 Most Valuable Professional on at
    RE: MSCRM + Make Report Available to Organization is missing.

    Hi EmployeeOcta, 

    You don't say what kind of security rights you have. Are you a System Administrator? If not, do you have the correct permissions on your security role? You must have 'Publish Reports' in the Core Records Misc. Privileges area. You should also have the Create permission for Reports, also in the Core Records area.

    Finally, when you add the report, click on the Administration area and select Organisation for Viewable By. Let me know if that helps, or you have further questions. 

    Add-New-Report.PNG

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