Frequently asked questions about Microsoft Business Solutions CRM 1.2 Reports (834789)

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Topics that the frequently-asked-questions file discusses

Installation

The "Installation" section answers questions about the installation of reporting-related components. To modify reports, you must purchase the Professional, Developer, or Advanced edition of Crystal Reports 9. After you install Crystal Reports 9 on a computer other than your Microsoft CRM server, you must apply the Crystal Reports Enhanced Edition that is available on the Crystal Reports Enhancement CD that is included with Microsoft CRM.

For more information about how to obtain Crystal Reports 9, visit the following Microsoft Web site: or call:

• United States and Canada: 1 (800) 877-2340, 1 (604) 681-3435
• France (33) (0) 1 4110 1600
• Germany (49) (0) 69 9509 6310
• United Kingdom (44) (0) 208 566 2020

Running reports

Microsoft CRM provides 119 standard reports that are available to all users of Microsoft CRM. Each report displays all the data that users have permission to view according to their security role in Microsoft CRM. The default reports do not limit the data that the reports show by specific time periods or specific field values. The default reports are based on the default settings in a non-customized Microsoft CRM implementation. With the report-filtering feature, a report user can filter report results based on the value of certain settings.

Because the number of records grows as an organization continues to use Microsoft CRM, the retrieval of all the records for all the reports can be slow and may not suit your business. If you have added or deleted fields in Microsoft CRM, or you have changed field labels, the reports do not match your database. Therefore, it is a good idea that you customize the standard installed reports to make them more useful for your organization.

Creating and Modifying Reports with Crystal Reports 9

To create new reports or to modify existing reports in Microsoft CRM, you must purchase at least one license for Crystal Reports 9 Professional, Developer, or Advanced edition. See the "Installation" section earlier in this article for information about how to purchase and install Crystal Reports 9. After you have installed Crystal Reports 9 and the Crystal Reports Enhanced Edition for Microsoft CRM, you can use Crystal Reports to edit existing reports or to create new reports.

Troubleshooting reports

This section answers questions about report performance and error messages.

Upgrading from Microsoft CRM version 1.0 to version 1.2

This section answers common questions about how an upgrade to Microsoft CRM affects reports.