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Implementing Microsoft Dynamics 365 Customer Engagement

You're reading from   Implementing Microsoft Dynamics 365 Customer Engagement Configure, customize, and extend Dynamics 365 CE in order to create effective CRM solutions

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Product type Paperback
Published in Mar 2020
Publisher Packt
ISBN-13 9781838556877
Length 426 pages
Edition 1st Edition
Concepts
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Author (1):
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Mahender Pal Mahender Pal
Author Profile Icon Mahender Pal
Mahender Pal
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Table of Contents (14) Chapters Close

Preface 1. Introduction to Dynamics 365 CE FREE CHAPTER 2. Implementation Methodology 3. Requirement Gathering and Analysis 4. Preparing Functional and Technical Design Documents 5. Configuring Your Dynamics 365 CE Organization 6. Customizing Dynamics 365 CE 7. Extending Dynamics 365 CE 8. Integrating Dynamics 365 CE with Other Applications 9. Business Intelligence and Reporting 10. Testing and User Training Planning 11. Migration and Upgrade 12. Deployment and Go-Live Support 13. Other Books You May Enjoy

Using Report Wizard

Report Wizard is an easy way to develop reports in Dynamics 365 CE. It provides an option to create a report by following multi-screen steps.

To create a report we can navigate, we can take the following steps:

  1. Navigate to Reports and click on the New button.
  2. Enter Make And Model Report under Report name and click on the Report Wizard button.
  1. Keep the New report option as the default and click on the Next button.
  2. Set up the entity information as follows and click on Next:
  1. Keep the report filtering option as it is and click on the Next button.
  2. Set up reporting by following the numbered steps shown in this screenshot:
  1. Click on Click here to add the column and set this column as the Models entity, as shown in the following image:

Once we have added the required column, we can perform other tasks from the Common Tasks section, such as sorting based on...

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