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View reports in CRM and Excel

View reports in CRM and Excel: Microsoft Dynamics CRM Essential Training
View reports in CRM and Excel: Microsoft Dynamics CRM Essential Training

While viewing your open opportunities or other record sets: select records then run Reports to create and display reports on the selected records and related records (for example, activities related to selected opportunities. With open opportunities displayed, choose Excel Templates then Pipeline Management to download or display (in Excel Online) current charts and a prioritized list of your opportunities.

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Skill Level Beginner
3h 2m
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