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

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Adding a File or Web Page as a Report

You can add any type of file as a report and make it available to users through the Microsoft Dynamics CRM user interface. This helps users stay within the Microsoft Dynamics CRM application.

From the Reports area, you click New. In the Report Type box, you click Existing File (see Figure 21.20).

Figure 21.20. Adding an existing file.

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For Microsoft Dynamics CRM Online, you can add static files and dynamic Excel files that read data from the Microsoft Dynamics CRM database.

For On-Premises versions, you can add any type of dynamic files that read data directly from the Microsoft Dynamics CRM database, including ...

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