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

2. User Manual – Work with account Topics1
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

3. Manage Contact View a contact Create a contact Edit a contact1
View a contact 2
Create a contact 3
Edit a contact 4
Deactivate contact 5
Activate a contact 6
Delete a contact

4. 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 , 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 ( 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.

5. Customer Relationship Management (CRM) for Bursa
View a contact

6. View a contact Steps Description1.
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.

7. View a contact (cont.) Steps Description4.
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.

8. Customer Relationship Management (CRM) for Bursa
Create a contact

9. Create a contact Steps Description1.
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.

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

11. Customer Relationship Management (CRM) for Bursa
Edit a contact

12. Edit a contact Steps Description1.
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.

13. Edit a contact (cont.) Steps Description4.
Open the contact and change the information that you want. 5.
At the bottom right of the form, click Save.

14. Customer Relationship Management (CRM) for Bursa
Deactivate a contact

15. Deactivate a contact Steps Description1.
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

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

17. Customer Relationship Management (CRM) for Bursa
Activate a contact

18. Activate a contact Steps Description1.
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.

19. 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.

20. Customer Relationship Management (CRM) for Bursa
Delete a contact

21. Delete a contact Steps Description1.
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.

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

23. 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

24. Manage Account 7
Delete an account

25. 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.

26. Customer Relationship Management (CRM) for Bursa
View an account

27. View an account Steps Description1.
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.

28. 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.

29. View an account (cont.) Steps Description6.
Click an account name to see the details of the account.

30. Customer Relationship Management (CRM) for Bursa
Create an account

31. Create an account Steps Description1.
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.

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

33. Customer Relationship Management (CRM) for Bursa
Edit an account

34. Edit an account Steps Description1.
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.

35. Edit an account (cont.) Steps Description4.
Open the account and change the information that you want. 5.
At the bottom right of the form, click Save.

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

37. 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.

38. 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 customer details.

39. 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.

40. Customer Relationship Management (CRM) for Bursa
Deactivate an account

41. Deactivate an account Steps Description1.
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

42. 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.

43. Customer Relationship Management (CRM) for Bursa
Activate an account

44. Activate an account Steps Description1.
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.

45. 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.

46. Customer Relationship Management (CRM) for Bursa
Delete an account

47. Delete an account Steps Description1.
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.

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

49. Manage Activities Keep track of notes with activities 12
Keep track of tasks with activities 3
Keep track of calls with activities 4
Keep track of with activities 5
View open and completed activities for a record 6
Keep track of activities

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

51. 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.

52. 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.

53. 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.

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

55. 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.

56. 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.

57. 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.

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

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

60. 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.

61. 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.

62. 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.

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

64. 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.

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

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

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

68. 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.

69. 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.

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

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

72. 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.

73. 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.

74. CRM General Features Data Import Data Export Working With Advance Find1
Data Import 2
Data Export 3
Working With Advance Find 4
Merging Records

75. Customer Relationship Management (CRM) for Bursa
Data Import

76. Data Import Steps Description1.
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.

77. Data Import (cont.) Steps Description Click Import Data. 4.5.
Browse for your source file and click Next.

78. Data Import (cont.) Steps Description6.
Match all the Source fields to CRM fields and click Next.

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

80. Data Import (cont.) Steps Description8.
Specify whether to allow duplicate records and the owner of the records, then click Submit

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

82. Customer Relationship Management (CRM) for Bursa
Data Export

83. Data Export Steps Description1.
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.

84. Data Export (cont.) Steps Description Click Export to Excel. 4.5.
Click Export.

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

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

87. 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.

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

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

90. 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.

91. Customer Relationship Management (CRM) for Bursa
Merging Records

92. Merging Records Steps Description1.
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.

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

94. 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.

95. Working With Personal View1
Create Personal View 2
Edit Personal View 3
Remove Personal View

96. Customer Relationship Management (CRM) for Bursa
Create Personal View

97. Create Personal View Steps Description1.
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.

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

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

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

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

102. 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.

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

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

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

106. Customer Relationship Management (CRM) for Bursa
Edit Personal View

107. Edit Personal View Steps Description1.
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.

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

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

110. Customer Relationship Management (CRM) for Bursa
Remove Personal View

111. Remove Personal View Steps Description1.
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.

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

113. 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.

114. Working With Personal Dashboard1
Create Personal Dashboard 2
Edit Personal Dashboard 3
Remove Personal Dashboard

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

116. 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.

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

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

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

120. 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.

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

122. 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.

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

124. 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.

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

126. 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.

127. 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.

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

129. Customer Relationship Management (CRM) for Bursa
Create a report

130. Create a report Steps Description1.
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.

131. Create a report (cont.) Steps Description Click Reports. 5.6.
Then, on the Actions toolbar, click New.

132. Create a report (cont.) Steps Description7.
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.

133. Create a report (cont.) Steps Description8.
Go back to General tab and select Report Wizard Report in Report Type.

134. 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.

135. 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.

136. 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.

137. 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.

138. 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.

139. 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.

140. 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.

141. 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.

142. 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.

143. 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.

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

145. 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.

146. 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.

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

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

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

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

151. 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.

152. Create a report (cont.)
Steps
Description
37.

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

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

155. 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.

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

157. Customer Relationship Management (CRM) for Bursa
Edit a report

158. Edit a report Steps Description1.
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.

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

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

161. Edit a report (cont.) Steps Description8.
To edit an existing report, select Start from an existing report, select the report, and check the Overwrite existing report check box.

162. 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.

163. 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.

164. Customer Relationship Management (CRM) for Bursa
Delete a report

165. Delete a report Steps Description1.
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.

166. Delete a report (cont.) Steps Description Click Reports. 5.6.
Select a report that you wish to delete and click on Delete button.

167. Delete a report (cont.) Steps Description7.
Click Delete button to confirm.

168. THANK YOU