Solved

run report crm 2013

Posted on 2014-03-20
3
540 Views
Last Modified: 2014-03-22
Greetings Experts,

Within Crm 2013 we have noticed that the run report link/icon is not where it normally is so we can't now run a custom report (for us an invoice) where we have the link. Any suggestions on a workaround.
thanks. Hugo.
0
Comment
Question by:sunny-j
3 Comments
 
LVL 28

Expert Comment

by:omgang
ID: 39943132
You may be able to customize the Navigation bar to add the functionality.  With our recent migration to CRM 2013 online the Marketing option disappeared from the Navigation bar and I had to add it back (got default Navigation bar xml from Microsoft site and used it to add back the section specific to Marketing).

A quicker, probably easier, solution is to create and share a custom dashboard that includes a list of available reports.

Create a new dashboard, in one of the sections add/create a List.  Select Reports as the record type.  Share the dashboard with the appropriate org, group, etc.

OM Gang
0
 
LVL 29

Accepted Solution

by:
Feridun Kadir earned 500 total points
ID: 39944653
Where did you run reports from?  You can still get at reports with certain areas.

For customizing the navigation bar I recommend this tool http://www.develop1.net/public/page/Ribbon-Workbench-for-Dynamics-CRM-2011.aspx
0
 

Author Comment

by:sunny-j
ID: 39945595
Its a custom workflow - this tool looks great so will see if it can be added this way, thanks again
0

Featured Post

Salesforce Made Easy to Use

On-screen guidance at the moment of need enables you & your employees to focus on the core, you can now boost your adoption rates swiftly and simply with one easy tool.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Suggested Solutions

On Sep 22nd 2014 Microsoft released Update Rollup 1 for Microsoft Dynamics CRM 2013 Service Pack 1 and back in July Update Rollup 3 was released.  So we now have:   Update Rollup 1Update Rollup 2Update Rollup 3Service Pack 1Update Rollup 1 for S…
Having trouble getting your hands on Dynamics 365 Field Service or Project Service trial? Worry No More!!!
This video shows how to use Hyena, from SystemTools Software, to bulk import 100 user accounts from an external text file. View in 1080p for best video quality.
Finds all prime numbers in a range requested and places them in a public primes() array. I've demostrated a template size of 30 (2 * 3 * 5) but larger templates can be built such 210  (2 * 3 * 5 * 7) or 2310  (2 * 3 * 5 * 7 * 11). The larger templa…

821 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question