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Sams Teach Yourself Microsoft® Dynamics CRM 2011 in 24 Hours by Anne Stanton

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Answers

1. Each person who opens a report sees data that matches records that he or she has permission to view in Microsoft Dynamics CRM. For example, you may only be able to see data for accounts that are owned by you, but your manager may be able to see data for accounts owned by everyone in your group.

2. Run the report and export it to a format, such as PDF, that can be easily archived. In the On-Premises versions, the report can be scheduled to run at the end of a time period and can be stored as a snapshot in Microsoft Dynamics CRM. Because the number of snapshots that can be saved for a report is limited, you’ll also want to export the snapshots.

3. Because a report will take longer to run if it includes large numbers of records, default ...

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