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Microsoft Dynamics CRM: Advanced Techniques

What you need

1. Create, Modify, and Manage Reports
Run a report
Create a report using the Report Wizard
Modify a report you created
Manage reports
Export a report
Share a report

2. Create Charts and Dashboards
Create and modify a chart
Create a new dashboard
Add a dashboard chart
Display a list
Modify dashboard appearance

3. Customize and Use Templates and Views
Use a system template
Create a personal Word template
Create a personal view
Download data for an Excel template
Modify the template in Excel
Upload the Excel template
Create a personal email signature

Next steps

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