2011 User's Guide Copyright

Remove an attached file

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

1. 
   Open the record that you want.
   
2. 
   For most record types, click Notes and Activities:
   

• 
  On the E-mail form, click Attachments.
  
• 
  On the Service Activity form, click Service Activity .
  
• 
  On the Case form, click Notes and Article.
  

3. 
   Double-click the status row of the note that contains the attachment that you want to remove.
   
4. 
   Remove the attached file.
   

• 
  In the Note form, in the File Attachment area, click Remove, click OK, and then click OK again.
  

To remove the note and the attachment:

• 
  On the Actions menu, click Delete Note, and then click OK.
  

5. 
   Click Save or Save and Close.
   

You cannot update an attached file. Instead, save the file on your computer and edit the file, delete the attachment, and then attach the edited file.

Related Topics Add a Note or Attach a File 29 Manage Activities 22 Delete Things 18

Delete imported records

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

1. 
   In the Navigation Pane, click Workplace, and then under My Work, click Imports.
   
2. 
   Select the record that you want to delete, followed by one of the following actions:
   

Tasks	Required Steps
Delete the import job that was created for the source file uploaded during an import	In the Records group, click Delete, and then click Delete Import Source File. In the Confirm Deletion dialog box, click OK.
Delete records that were imported to a record type during an import	In the Records group, click Delete, and then click All Records Imported to This Entity During This Import. In the Delete Imported Records dialog box, specify whether you want to delete the import job history, and then click OK. Caution If your .zip file contains two .csv files, Accounts1.csv and Accounts2.csv, then Microsoft Dynamics CRM makes one import of data from these files to only the Accounts record type. While deleting imported records, if you select Accounts1.csv from the Imports list and choose All Records Imported to This Entity During This Import, then Microsoft Dynamics CRM deletes all the imported records from Accounts1.csv and Accounts2.csv because of the import to one record type. If the .zip file had a file with records for a different record type, then Microsoft Dynamics CRM only deletes the records for the one record type.
Delete all records that were imported from a .zip file during an import	In the Records group, click Delete, and then click All Imported Records from the .zip File. In the Delete Imported Records dialog box, specify whether you want to delete the import job history, and then click OK.

Print Things

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

1. 
   In the list of records, open the record that you want.
   
2. 
   On the File tab, click Print Preview.
   
3. 
   In the Preview form, click Print.
   
4. 
   In the Print dialog box, select the print options you want, and then click Print.
   
5. 
   On the Standard toolbar of the Preview form, click Close.
   

To print a note, open the record, click the Notes and Activities tab, right-click the note that you want, and then click Print.

Related Topics Manage Activities 22 Add a Note or Attach a File 29 Run a Report 127

Print a list of records

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

1. 
   On the File tab, click Print Preview.
   
2. 
   If the records in the list extend beyond the current view, you will see the Print List dialog box.
   

- OR -

3. 
   In the Preview form, click Print.
   
4. 
   In the Print dialog box, select the print options you want, and then click Print.
   
5. 
   On the Standard toolbar of the Preview form, click Close.
   

By default, the Microsoft Dynamics CRM Web application displays 50 records per page. You can increase this up to a maximum of 250 records per page to increase the number of records you can select at one time. To increase the number of records displayed per page:

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.
   

• 
  If you need to print other columns than the ones in the list, use Advanced Find to create a new view that includes all the columns you need. More information: Work with Advanced Find
  
• 
  If you want to format the list before printing it, export the list to Microsoft Office Excel, and format it there. More information: Export Data to Excel (on page 58)
  
• 
  When you print a list, a title describing the list is not included. If you need a title on your printout, export the list to Microsoft Office Excel, add a title, and then print the worksheet.
  

Related Topics Export Data to Excel 58 Find Things 8 Run a Report 127