2011 User's Guide Copyright

Make a report available to all Microsoft Dynamics CRM users

This task requires the System Administrator or System Customizer security role or equivalent permissions. More information about specific permissions and performing this task while offline: Report Permissions

1. 
   In the Navigation Pane, click Workplace, and then under My Work, click Reports.
   
2. 
   Select the report that you created.
   
3. 
   On the Reports tab, in the Records group, click Edit.
   
4. 
   On the Actions menu, click Make Report Available to Organization.
   

To revert a report back to a personal report, on the Actions menu, click Revert to Personal Report.

Related Topics Share or Assign Records and Views 50 Running Reports and Analyzing Data 91 Customizing and Organizing Reports 91

Send or Copy a Shortcut

Can I do this task?

This task requires permissions that are found in all default security roles. More information about specific permissions and performing this task while offline: Common Task Permissions

You can send a link to a specific record or group of selected records in Microsoft Dynamics CRM in an e-mail message to any user.

This feature does not use Microsoft Dynamics CRM e-mail; it uses your default Microsoft Internet Explorer e-mail. If the person receiving the e-mail does not have permissions to the view, they will receive an error. Not all views are available. No activity is created for this action.

You can also copy the shortcut and paste it into any document.

1. 
   In the list of records, select the record that you want.
   

• 
  Select several records by pressing the CTRL key while you click each record.
  
• 
  Select a sequence of records by clicking the first record that you want, and then press the SHIFT key while you select the last record that you want.
  
• 
  Select all records on the page by selecting the Select/clear all records on this page check box at the top of the list.
  

1. 
   On the File menu, click Options.
   
2. 
   On the General tab, in the Records Per Page list, select the number of records to display per page.
   
3. 
   Click OK. This changes the number of items that is displayed for all lists, which may slow response time when you switch record types. Therefore, you might want to set it back to a smaller number when you are done with this bulk action.
   

2. 
   Do one of the following:
   

1. 
   On the Actions toolbar, click E-mail a Link, and then click Of Selected Item.
   

2. 
   Complete the e-mail form and send.
   

If you are working in Microsoft Dynamics CRM for Outlook and you want to track this e-mail, you can use Track in CRM.

Copy a shortcut

1. 
   On the Actions toolbar, click Copy a Link, and then click Of Selected Item.
   

7. 
   Paste the shortcut into any application that supports copy and paste. For example, in Microsoft Office Word, press CTRL+V.
   

The shortcut is not a snapshot of the data, but a link to the live data.

Related Topics Find Things 8 Save Outlook Contacts, Tasks, and E-mail Messages as Microsoft Dynamics CRM Records 451

Assign a case to a user or queue

This task requires permissions that are found in all default security roles. More information about specific permissions and performing this task while offline: Common Task Permissions

You can send a link to a specific saved view in Microsoft Dynamics CRM in an e-mail message to any user.

This feature does not use Microsoft Dynamics CRM e-mail; it uses your default Microsoft Internet Explorer e-mail. If the person receiving the e-mail does not have permissions to the view, they will receive an error. Not all views are available. No activity is created for this action.

You can also copy the shortcut and paste it into any document.

Pages that you cannot e-mail or copy

• 
  Contract Template list
  
• 
  Article list
  

1. 
   In any available, saved view, do one of the following:
   

1. 
   On the Actions toolbar, click E-mail a Link, and then click Of Selected Item.
   

2. 
   Complete the e-mail form and send.
   

If you are working in Microsoft Dynamics CRM for Outlook and you want to track this e-mail, you can use Track in CRM.

Copy a shortcut

1. 
   On the Actions toolbar, click Copy a Link, and then click Of Current View.
   

2. 
   Paste the shortcut into any application that supports copy and paste. For example, in Microsoft Office Word, press CTRL+V.
   

The shortcut is not a snapshot of the data, but a link to the live data.

Related Topics Find Things 8 Save Outlook Contacts, Tasks, and E-mail Messages as Microsoft Dynamics CRM Records 451