User Manual for Contact Management Customer Relationship Management (CRM) for Bursa Malaysia 2014 Version 1.0 | 4 September 2014

User Manual – Work with account Topics 1 Manage Contact 6 Work With Personal Dashboard 2 Manage Account 7 Work With Report 3 Manage Activities 4 CRM General Features 5 Working With Personal View

Manage Contact View a contact Create a contact Edit a contact 1 View a contact 2 Create a contact 3 Edit a contact 4 Deactivate contact 5 Activate a contact 6 Delete a contact

Contact Introduction CRM users can use contact module to keep track of the people that they engage with. Contact information can be categorised into two types: Primary Data – Basic information about the contact which is shared across Bursa wide, for example: Full Name, Business / Primary Email, Business / Primary Phone and Address. Secondary Data – Specific information about the contact which can only be viewed by the user with particular role or owner (user or business unit) of the information due to data sensitivity, for example certain fields and activity (interaction) history (email communication, phone call, tasks and appointments) If the user or his/her business unit does not own the activities record, the data will not be shown. If the user has not been given the permission to view the particular field, the data will be masked.

Customer Relationship Management (CRM) for Bursa View a contact

View a contact Steps Description 1. On the nav bar, click Microsoft Dynamics CRM. 2. Then select a work area: Sales, Service, or Marketing. The work area name appears on the nav bar. 3. Click the work area name, and then click Contacts.

View a contact (cont.) Steps Description 4. You’ll see a list of your active contacts or you may change the view by clicking the “My Active Contacts” You may need to scroll to see the whole list. 5. Click a person’s name to see the details for the contact.

Customer Relationship Management (CRM) for Bursa Create a contact

Create a contact Steps Description 1. On the nav bar, click Microsoft Dynamics CRM. 2. Then select a work area: Sales, Service, or Marketing. The work area name appears on the nav bar. 3. Click the work area name, and then click Contacts.

Create a contact (cont.) Steps Description 4. Click New. 5. Fill in your information. 6. Click Save.

Customer Relationship Management (CRM) for Bursa Edit a contact

Edit a contact Steps Description 1. On the nav bar, click Microsoft Dynamics CRM. 2. Then select a work area: Sales, Service, or Marketing. The work area name appears on the nav bar. 3. Click the work area name, and then click Contacts.

Edit a contact (cont.) Steps Description 4. Open the contact and change the information that you want. 5. At the bottom right of the form, click Save.

Customer Relationship Management (CRM) for Bursa Deactivate a contact

Deactivate a contact Steps Description 1. On the nav bar, click Microsoft Dynamics CRM. 2. Then select a work area: Sales, Service, or Marketing. The work area name appears on the nav bar. 3. Click the work area name, and then click Contacts. Note: A deactivated contact becomes inactive, which means that it cannot be edited. Deactivated contacts can subsequently be reactivated should the need arise

Deactivate a contact (cont.) Steps Description 4. Select the active contact that you want to deactivate. 5. Click Deactivate, and then confirm the deactivation.

Customer Relationship Management (CRM) for Bursa Activate a contact

Activate a contact Steps Description 1. On the nav bar, click Microsoft Dynamics CRM. 2. Then select a work area: Sales, Service, or Marketing. The work area name appears on the nav bar. 3. Click the work area name, and then click Contacts.

Activate a contact (cont.) Steps Description 4. To view a deactivated contact, in the System Views list, select Inactive Contacts. 5. Select the inactive contacts you want to activate, click Activate, and then confirm the activation.

Customer Relationship Management (CRM) for Bursa Delete a contact

Delete a contact Steps Description 1. On the nav bar, click Microsoft Dynamics CRM. 2. Then select a work area: Sales, Service, or Marketing. The work area name appears on the nav bar. 3. Click the work area name, and then click Contacts. Tip: You deactivate a contact rather than deleting it. This ensures the integrity of the audit trail associated with that record.

Delete a contact (cont.) Steps Description 4. Select the contact that you want to delete. 5. Click Delete, and then confirm the deletion.

Manage Account 1 2 3 4 5 6 View an account Create an account Edit an account 4 Associate an existing contact to account 5 Deactivate an account 6 Activate an account

Manage Account 7 Delete an account

Account Introduction Account module is similar to Contact module except that Account refers to organisation, but Contact refers to the individual working in a particular organisation. If the CRM users work mostly with other companies, they can use accounts to keep track of them. CRM users can also use accounts to keep track of their competitors or any third parties that they do business with. Similar to Contact, Account information can be categorised into two types: Primary Data – Basic information about the account which is shared across Bursa wide Secondary Data – Specific information about the account which can only be viewed by the owner of the information due to data sensitivity. If the user has not been given the permission to view the particular field, the data will be masked.

Customer Relationship Management (CRM) for Bursa View an account

View an account Steps Description 1. Accounts in MSCRM serve as a pool of company or organization. To view the detail of accounts, on the nav bar, click Microsoft Dynamics CRM. 2. Then select a work area: Sales, Service, or Marketing. The work area name appears on the nav bar. 3. Click the work area name, and then click Accounts.

View an account (cont.) Steps Description 4. You’ll see a list of your active accounts. You may need to scroll to see the whole list. 5. It's easy to get back to the customer data you were working with most recently. On the nav bar, next to Accounts, click . Click a name, and then get right back to what you were doing.

View an account (cont.) Steps Description 6. Click an account name to see the details of the account.

Customer Relationship Management (CRM) for Bursa Create an account

Create an account Steps Description 1. On the nav bar, click Microsoft Dynamics CRM. 2. Then select a work area: Sales, Service, or Marketing. The work area name appears on the nav bar. 3. Click the work area name, and then click Accounts.

Create an account (cont.) Steps Description 4. Click New. 5. Fill in your information. 6. Click Save.

Customer Relationship Management (CRM) for Bursa Edit an account

Edit an account Steps Description 1. On the nav bar, click Microsoft Dynamics CRM. 2. Then select a work area: Sales, Service, or Marketing. The work area name appears on the nav bar. 3. Click the work area name, and then click Accounts.

Edit an account (cont.) Steps Description 4. Open the account and change the information that you want. 5. At the bottom right of the form, click Save.

Associate an existing contact to account Customer Relationship Management (CRM) for Bursa Associate an existing contact to account

Associate an existing contact to account Steps Description 1. Contacts in MSCRM serve as a pool of contact personnel. To associate a contact to an account, on the nav bar, click Microsoft Dynamics CRM. 2. Then select a work area: Sales, Service, or Marketing. The work area name appears on the nav bar. 3. Click the work area name, and then click Accounts.

Associate an existing contact to account (cont.) Steps Description 4. Open the account and navigate to Contacts section. 5. Click on Add Contact Record button. 6. For the Contact, fill in the keyword search, then click on Look Up button, to look up on the customer’s contact record, based on the called in or email customer details.

Associate an existing contact to account (cont.) Steps Description 7. Click to select the contact. 8. At the bottom right of the form, click Save.

Customer Relationship Management (CRM) for Bursa Deactivate an account

Deactivate an account Steps Description 1. On the nav bar, click Microsoft Dynamics CRM. 2. Then select a work area: Sales, Service, or Marketing. The work area name appears on the nav bar. 3. Click the work area name, and then click Accounts. Note: A deactivated account becomes inactive, which means that it cannot be edited Deactivated accounts can subsequently be reactivated should the need arise

Deactivate an account (cont.) Steps Description 4. Select the active account that you want to deactivate. 5. Click Deactivate, and then confirm the deactivation. Once deactivated, the record will be displayed under inactive view.

Customer Relationship Management (CRM) for Bursa Activate an account

Activate an account Steps Description 1. On the nav bar, click Microsoft Dynamics CRM. 2. Then select a work area: Sales, Service, or Marketing. The work area name appears on the nav bar. 3. Click the work area name, and then click Accounts.

Activate an account (cont.) Steps Description 4. To view a deactivated account, in the System Views list, select Inactive Accounts. 5. Select the inactive accounts you want to activate, click Activate, and then confirm the activation.

Customer Relationship Management (CRM) for Bursa Delete an account

Delete an account Steps Description 1. On the nav bar, click Microsoft Dynamics CRM. 2. Then select a work area: Sales, Service, or Marketing. The work area name appears on the nav bar. 3. Click the work area name, and then click Accounts. Tip: You deactivate an account rather than deleting it. This ensures the integrity of the audit trail associated with that record. Delete an account will cause the associated Contacts to be deleted too.

Delete an account (cont.) Steps Description 4. Select the account that you want to delete. 5. Click Delete, and then confirm the deactivation.

Manage Activities Keep track of notes with activities 1 2 Keep track of tasks with activities 3 Keep track of calls with activities 4 Keep track of email with activities 5 View open and completed activities for a record 6 Keep track of activities

Keep track of notes with activities Customer Relationship Management (CRM) for Bursa Keep track of notes with activities

Keep track of notes with activities Steps Description 1. On the nav bar, click Microsoft Dynamics CRM. 2. Then, select a work area: Service. The work area name appears on the nav bar. 3. Click the work area name, and then click Accounts/Contacts. 4. Under the My Active Accounts/Contacts view, click on the drop down arrow. 5. Click on Active Accounts/Contacts view.

Keep track of notes with activities (cont.) Steps Description 6. In the list of accounts/ccontacts, click a name. 7. To create a note, click Notes. 8. Fill in the Title.

Keep track of notes with activities (cont.) Steps Description 9. When click Attach button, the Choose File button appear. 10. Click the Choose File button to select the file upload. 11. Click Done button to save a new note.

Keep track of tasks with activities Customer Relationship Management (CRM) for Bursa Keep track of tasks with activities

Keep track of tasks with activities Steps Description 1. On the nav bar, click Microsoft Dynamics CRM. 2. Then, select a work area: Service. The work area name appears on the nav bar. 3. Click the work area name, and then click Accounts/Contacts. 4. Under the My Active Accounts/Contacts view, click on the drop down arrow. 5. Click on Active Accounts/Contacts view.

Keep track of tasks with activities (cont.) Steps Description 6. In the list of accounts/contacts, click a name. 7. To create a task, click Activities. 8. Click Add Task.

Keep track of tasks with activities (cont.) Steps Description 9. The task form appears. 10. Fill in the task form. 11. Click OK to save the new task.

Keep track of tasks with activities (cont.) Steps Description 12. When the task is completed, mark the task as complete.

Keep track of calls with activities Customer Relationship Management (CRM) for Bursa Keep track of calls with activities

Keep track of calls with activities Steps Description 1. On the nav bar, click Microsoft Dynamics CRM. 2. Then, select a work area: Service. The work area name appears on the nav bar. 3. Click the work area name, and then click Accounts/Contacts. 4. Under the My Active Accounts/Contacts view, click on the drop down arrow. 5. Click on Active Accounts/Contacts view.

Keep track of calls with activities (cont.) Steps Description 6. In the list of accounts/contacts, click a name. 7. To create a phone call, click Activities. 8. Click Add Phone Call.

Keep track of calls with activities (cont.) Steps Description 9. The phone call form appears. 10. Fill in the phone call form. 11. Click OK to save a new call.

Keep track of email with activities Customer Relationship Management (CRM) for Bursa Keep track of email with activities

Keep track of email with activities Steps Description 1. On the nav bar, click Microsoft Dynamics CRM. 2. Then, select a work area: Service. The work area name appears on the nav bar. 3. Click the work area name, and then click Accounts/Contacts. 4. Under the My Active Accounts/Contacts view, click on the drop down arrow. 5. Click on Active Accounts/Contacts view.

Keep track of email with activities (cont.) Steps Description 6. In the list of accounts/contacts, click a name. 7. To create an email, click Activities. 8. Click on Email.

Keep track of email with activities (cont.) Steps Description 9. The email activity form appears. 10. Fill in the email activity form. 11. Click Send to send the email activity.

View open and completed activities for a record Customer Relationship Management (CRM) for Bursa View open and completed activities for a record

View open and completed activities for a record Steps Description 1. On the nav bar, click Microsoft Dynamics CRM. 2. Then, select a work area: Service. The work area name appears on the nav bar. 3. Click the work area name, and then click Accounts/Contacts. 4. Under the My Active Accounts/Contacts view, click on the drop down arrow. 5. Click on Active Accounts/Contacts view.

View open and completed activities for a record (cont.) Steps Description 6. In the list of accounts/contacts, click a name. 7. To open the activities, click on Activities. 8. In the list of activities, click on one of the activities.

View open and completed activities for a record (cont.) Steps Description 9. The details of the activity shows.

Keep track of activities Customer Relationship Management (CRM) for Bursa Keep track of activities

Keep track of activities Steps Description 1. On the nav bar, click Microsoft Dynamics CRM. 2. Then, select a work area: Service. The work area name appears on the nav bar. 3. Click the work area name, and then click Activities. 4. All the activities appears in a list.

Keep track of activities (cont.) Steps Description 5. You can access different views of the activity data in addition to filtering the records by activity type and due date.

CRM General Features Data Import Data Export Working With Advance Find 1 Data Import 2 Data Export 3 Working With Advance Find 4 Merging Records

Customer Relationship Management (CRM) for Bursa Data Import

Data Import Steps Description 1. On the nav bar, click Microsoft Dynamics CRM. 2. Then select a work area: Sales, Service, or Marketing. The work area name appears on the nav bar. 3. Click the work area name, and then click Accounts/Contacts.

Data Import (cont.) Steps Description Click Import Data. 4. 5. Browse for your source file and click Next.

Data Import (cont.) Steps Description 6. Match all the Source fields to CRM fields and click Next.

Data Import (cont.) Steps Description 7. Click Next again.

Data Import (cont.) Steps Description 8. Specify whether to allow duplicate records and the owner of the records, then click Submit

Data Import (cont.) Steps Description 9. Click Finish.

Customer Relationship Management (CRM) for Bursa Data Export

Data Export Steps Description 1. On the nav bar, click Microsoft Dynamics CRM. 2. Then select a work area: Sales, Service, or Marketing. The work area name appears on the nav bar. 3. Click the work area name, and then click Accounts/Contacts.

Data Export (cont.) Steps Description Click Export to Excel. 4. 5. Click Export.

Data Export (cont.) Steps Description Choose either to Open or Save. 6. Choose either to Open or Save.

Working With Advance Find Customer Relationship Management (CRM) for Bursa Working With Advance Find

Working With Advance Find Steps Description 1. On the nav bar, click Microsoft Dynamics CRM. 2. Then select a work area: Sales, Service, or Marketing. The work area name appears on the nav bar. 3. Click the work area name, and then click Accounts/Contacts or etc.

Working With Advance Find (cont.) Steps Description 4. Click Advance Find.

Working With Advance Find (cont.) Steps Description 5. At Look for, select the entity that you want to search.

Working With Advance Find (cont.) Steps Description 6. Then specify all the filter needed to narrow down search result, and click Results. By default, Microsoft Dynamics CRM applies AND logic to queries that include two or more search criteria. This means that results are limited to those records that meet all search criteria in the query. However, you also might be required to produce a report with records that match only one of several criteria. In this instance, you could use OR logic in Advanced Find to search multiple fields to find records that have matching data in only one of the fields.

Customer Relationship Management (CRM) for Bursa Merging Records

Merging Records Steps Description 1. On the nav bar, click Microsoft Dynamics CRM. 2. Then select a work area: Sales, Service, or Marketing. The work area name appears on the nav bar. 3. Click the work area name, and then click Accounts/Contacts or etc.

Merging Records (cont.) Steps Description 4. Select multiple records and click Merge.

Merging Records (cont.) Steps Description 5. Select the master record, and then select the fields to merge into the master record. Click OK. 6. The master record will inherit all of the subordinate record’s child record. The subordinate record will be deactivated.

Working With Personal View 1 Create Personal View 2 Edit Personal View 3 Remove Personal View

Customer Relationship Management (CRM) for Bursa Create Personal View

Create Personal View Steps Description 1. On the nav bar, click Microsoft Dynamics CRM. 2. Then select a work area: Sales, Service, or Marketing. The work area name appears on the nav bar. 3. Click the work area name, and then click Accounts/Contacts etc.

Create Personal View (cont.) Steps Description 4. Expand the view dropdown and click Create Personal View.

Create Personal View (cont.) Steps Description 5. At Look for, select the entity that you want to search.

Create Personal View (cont.) Steps Description 6. Then specify all the filter needed to narrow down search result.

Create Personal View (cont.) Steps Description 7. Click on Edit Columns to specify what column you wish to see.

Create Personal View (cont.) Steps Description 8. The left and right arrow in Common Tasks pane are used to set the position of columns. Click on Configure Sorting to configure sort order, Add Columns to add columns to the view, Change Properties to change the width of column, Remove to remove column from the view. Click OK to confirm the changes.

Create Personal View (cont.) Steps Description 9. Click on Save.

Create Personal View (cont.) Steps Description 10. In Save as new View window, key in a Name and description(optional), then click Save.

Create Personal View (cont.) Steps Description 11. The newly created personal view appeared under My Views section in the view dropdown list.

Customer Relationship Management (CRM) for Bursa Edit Personal View

Edit Personal View Steps Description 1. On the nav bar, click Microsoft Dynamics CRM. 2. Then select a work area: Sales, Service, or Marketing. The work area name appears on the nav bar. 3. Click the work area name, and then click Accounts/Contacts etc.

Edit Personal View (cont.) Steps Description 4. Expand the view dropdown and click the personal view needed to edit.

Edit Personal View (cont.) Steps Description 5. Then click Advance Find. 6. Click Details and start editing. 7. Click Save once everything is done.

Customer Relationship Management (CRM) for Bursa Remove Personal View

Remove Personal View Steps Description 1. On the nav bar, click Microsoft Dynamics CRM. 2. Then select a work area: Sales, Service, or Marketing. The work area name appears on the nav bar. 3. Click the work area name, and then click Accounts/Contacts etc.

Remove Personal View (cont.) Steps Description 4. Expand the view dropdown and click the personal view needed to be removed.

Remove Personal View (cont.) Steps Description 5. Then click Advance Find. 6. Select the saved view that need to be removed and click Delete Saved View.

Working With Personal Dashboard 1 Create Personal Dashboard 2 Edit Personal Dashboard 3 Remove Personal Dashboard

Create Personal Dashboard Customer Relationship Management (CRM) for Bursa Create Personal Dashboard

Create Personal Dashboard Steps Description 1. On the nav bar, click Microsoft Dynamics CRM. 2. Then select a work area: Sales, Service, or Marketing. The work area name appears on the nav bar. 3. Click the work area name, and then click Dashboard.

Create Personal Dashboard (cont.) Steps Description 4. Then click New. 5. At the popup window, select a layout and click Create.

Create Personal Dashboard (cont.) Steps Description 6. Key in Name and click Insert Chart.

Create Personal Dashboard (cont.) Steps Description 7. At Add Component window, select the Record Type, View, and Chart. Then click Add.

Create Personal Dashboard (cont.) Steps Description 8. Continue for the rest of the charts in the new dashboard, then click Save. The newly created dashboard will appear in the dashboard module.

Edit Personal Dashboard Customer Relationship Management (CRM) for Bursa Edit Personal Dashboard

Edit Personal Dashboard Steps Description 1. On the nav bar, click Microsoft Dynamics CRM. 2. Then select a work area: Sales, Service, or Marketing. The work area name appears on the nav bar. 3. Click the work area name, and then click Dashboard.

Edit Personal Dashboard (cont.) Steps Description 4. On the view dropdown list, select a personal dashboard. 5. Click Edit.

Edit Personal Dashboard (cont.) Steps Description 6. Double click one of the charts. Complete all the changes and click Set. 7. Click Save. New changes can be seen from Dashboard module.

Remove Personal Dashboard Customer Relationship Management (CRM) for Bursa Remove Personal Dashboard

Remove Personal Dashboard Steps Description 1. On the nav bar, click Microsoft Dynamics CRM. 2. Then select a work area: Sales, Service, or Marketing. The work area name appears on the nav bar. 3. Click the work area name, and then click Dashboard.

Remove Personal Dashboard (cont.) Steps Description 4. On the view dropdown list, select a personal dashboard. 5. Click Delete. The dashboard will be deleted from dashboard dropdown list.

Working With Report 1 Create a report 2 Edit a report 3 Delete a report

Customer Relationship Management (CRM) for Bursa Create a report

Create a report Steps Description 1. On the nav bar, click Microsoft Dynamics CRM. 2. In the Navigation Pane, click Settings. 3. Then, click Customizations. 4. Next, click Customize the System.

Create a report (cont.) Steps Description Click Reports. 5. 6. Then, on the Actions toolbar, click New.

Create a report (cont.) Steps Description 7. In the Report: New Report dialog box, go to Administration tab and specify whether this report is for whole organization or individual using Viewable By field.

Create a report (cont.) Steps Description 8. Go back to General tab and select Report Wizard Report in Report Type.

Create a report (cont.) Steps Description Then, click Report Wizard. 9. Then, click Report Wizard. 10. To create a new report, select Start a new report.

Create a report (cont.) Steps Description Click Next. 11. Click Next. 12. In the Report Properties, enter data in the Report name. This value will be displayed in the Reports area.

Create a report (cont.) Steps Description 13. Enter data in the Primary record type. Data from all fields in this record type and related record types will be available when you are defining criteria for which records to include. 14. If you need to display data from a related record type, select Related record type.

Create a report (cont.) Steps Description Click Next. 15. Click Next. 16. In the Select Records to include in the Report, to edit an existing row, click to specify the field to filter on.

Create a report (cont.) Steps Description 17. Click the query relational operator, and select an operator. 18. To add a criteria row, click Select, and specify the field to filter on.

Create a report (cont.) Steps Description 19. Then, click the query relational operator, and select an operator. 20. Click Enter Value, and select a value to filter on.

Create a report (cont.) Steps Description 21. You can click the Select or change the values for this field button to open the Select Values dialog box. 22. Next, select the value you want and click OK.

Create a report (cont.) Steps Description 23. Click Next. 24. In the Lay Out Fields, for each column you want to include, click the Click here to add a column.

Create a report (cont.) Steps Description 25. In the Add Column dialog box, select the source data for this column. You can display columns that show data from a record, or columns that show summary information: Record type You can select records from the primary record type you selected, and from any related record types. If you selected a secondary record type, you can also select records from the secondary record type and its related records types Column The name of the Microsoft Dynamics CRM field that contains the data to display or summarize. Data type The data type of the column, one of: primarykey, nvarchar, picklist, bit, decimal, int, float, money, ntext, datetime, owner, lookup Name The name used in the database.

Create a report (cont.) Steps Description Steps Description 26. Column width The width in pixels of the column Summary type The specific type of summaries available depends on the data type of the column. Steps Description 21. Click Next. 22.

Create a report (cont.) Steps Description Steps Description 27. Click OK. Steps Description 21. Click Next. 22.

Create a report (cont.) Steps Description Steps Description 28. To group items so that they are organized together in the report by date or other common properties, for each grouping level you need, click the Click here to add a grouping. Steps Description 21. Click Next. 22.

Create a report (cont.) Steps Description 29. In the Add Grouping dialog box, define how to group the data: Record type You can select records from the primary record type you selected, and from any related record types. If you selected a secondary record type, you can also select records from the secondary record type and its related records types. Column The name of the Microsoft Dynamics CRM field that contains the data to define the grouping. Time interval For datetime fields, group the data by Month, Day, Week, or Year. Sort order Sort order for displaying the groups. Column width Width of the column heading in pixels.

Create a report (cont.) Steps Description Summary type 30. Summary type You can group records by a count of matching records.

Create a report (cont.) Steps Description 31. Click OK.

Create a report (cont.) Steps Description 32. To define the sort order within each group, click Configure Sorting.

Create a report (cont.) Steps Description 33. Select a column and sort order. 34. Then, click OK.

Create a report (cont.) Steps Description 35. Click Next. 36. In the Format Report, select the basic format of the report. Table only. This provides a table grouped and sorted as you specified. Chart and table. Displays both a chart and table. Show table below the chart on same page. Clicking on the chart does nothing. Show chart. To view data for a chart region, click the chart region. Clicking on an area in the chart will display a table with details for that section of the chart.

Create a report (cont.) Steps Description 37.

Create a report (cont.) Steps Description 38. Click Next. 39. Review the summary of the report, click Next.

Create a report (cont.) Steps Description 40. Then, click Finish.

Create a report (cont.) Steps Description 41. After you finish defining the report, return to the Report form. If required, update the name and description of the report, and determine where the report is displayed.

Create a report (cont.) Steps Description 42. To test the report, on the Reports tab, in the Actions group, click Run Report.

Customer Relationship Management (CRM) for Bursa Edit a report

Edit a report Steps Description 1. On the nav bar, click Microsoft Dynamics CRM. 2. In the Navigation Pane, click Settings. 3. Then, click Customizations. 4. Next, click Customize the System.

Edit a report (cont.) Steps Description 5. Click Reports. 6. To edit an existing Report Wizard report, double click to open the report.

Edit a report (cont.) Steps Description 7. Then, click Report Wizard.

Edit a report (cont.) Steps Description 8. To edit an existing report, select Start from an existing report, select the report, and check the Overwrite existing report check box.

Edit a report (cont.) Steps Description Then, click Next. 9. 10. In the Report Properties, click Next. 11. In the Select Records to Include in the Report, you can make changes to the report filtering criteria. 12. In the Lay Out Fields, you can add or remove a column, and make changes to the grouping.

Edit a report (cont.) Steps Description 13. In the Format Report, you can make changes to the format of the report. Then, click Next. 14. Review the summary of the report. To save the report, click Next. 15. In the Report Successfully Created, to exit the wizard, click Finish.

Customer Relationship Management (CRM) for Bursa Delete a report

Delete a report Steps Description 1. On the nav bar, click Microsoft Dynamics CRM. 2. In the Navigation Pane, click Settings. 3. Then, click Customizations. 4. Next, click Customize the System.

Delete a report (cont.) Steps Description Click Reports. 5. 6. Select a report that you wish to delete and click on Delete button.

Delete a report (cont.) Steps Description 7. Click Delete button to confirm.

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