Is there a way to change a report that was set as on-demand to scheduled? I created 25 on demand reports and scheduled them on the report server to be emailed every month but it's not updating the data. Its sending the same report. :S
Can I place a scheduled report to the dashboard? let's say I generate sales report once a week and I want to keep this report on default dashboard and renew it every Sunday. How can I arrange that?
Thank Jan & CRM Dynamics for this useful presentation. I have question that. Does Dynamics 365 have the schedule report like Dynamics CRM 2016. And if yes how can we use it? Because I don't see it on Dynamics 365 's layout Thank you!
Hi there, I'm running into a frustrating problem with report creation. I'm trying to run a report that EXCLUDES Leads that have been contacted (have completed activities) within the past 3 months. However every time I run the report it includes every single lead in the system even if I make the activity "Due Date Before 3 Months". Nothing I've found online has been helpful, could you please provide any tips?
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Good presentation to the point. Thank you for doing that. Greatly appreciated.
how to schedule the report in online where the schedule report button is come. which is not avialable in my org
Is there a way to change a report that was set as on-demand to scheduled? I created 25 on demand reports and scheduled them on the report server to be emailed every month but it's not updating the data. Its sending the same report. :S
Can I place a scheduled report to the dashboard? let's say I generate sales report once a week and I want to keep this report on default dashboard and renew it every Sunday. How can I arrange that?
What kind of tech used for Dynamic wizard reporting?
Thank Jan & CRM Dynamics for this useful presentation.
I have question that. Does Dynamics 365 have the schedule report like Dynamics CRM 2016. And if yes how can we use it?
Because I don't see it on Dynamics 365 's layout
Thank you!
Can we integrated Dynamic 365 report wizard with our environment, What is the licensing model, if applicable, if 3rd party tool.
Hi there, I'm running into a frustrating problem with report creation. I'm trying to run a report that EXCLUDES Leads that have been contacted (have completed activities) within the past 3 months. However every time I run the report it includes every single lead in the system even if I make the activity "Due Date Before 3 Months". Nothing I've found online has been helpful, could you please provide any tips?
Seems like you forgot the filter portion of the report.
the audio is all messed up... but thanks anyway
Good