Q. We do not use the Service module in Microsoft Dynamics CRM. Can we make it so that those reports are not visible?
A. Yes. Anyone with the System Administrator or System Customizer security role can modify the properties for those reports and change them so that they are not displayed.
Q. Can we rename the default reports and change the default filters?
A. Yes. These changes can be made in both Microsoft Dynamics CRM Online and the On-Premises version.
Q. Will the default reports work for us, or do we have to create our own?
A. Because Joyous Fitness is using the Microsoft Dynamics CRM Marketing module without customization, the marketing default reports will work. The sales reports will also work as is, although renaming the reports to ...