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Implementing Microsoft Dynamics 365 Customer Engagement

You're reading from   Implementing Microsoft Dynamics 365 Customer Engagement Configure, customize, and extend Dynamics 365 CE in order to create effective CRM solutions

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Product type Paperback
Published in Mar 2020
Publisher Packt
ISBN-13 9781838556877
Length 426 pages
Edition 1st Edition
Concepts
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Author (1):
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Mahender Pal Mahender Pal
Author Profile Icon Mahender Pal
Mahender Pal
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Table of Contents (14) Chapters Close

Preface 1. Introduction to Dynamics 365 CE 2. Implementation Methodology FREE CHAPTER 3. Requirement Gathering and Analysis 4. Preparing Functional and Technical Design Documents 5. Configuring Your Dynamics 365 CE Organization 6. Customizing Dynamics 365 CE 7. Extending Dynamics 365 CE 8. Integrating Dynamics 365 CE with Other Applications 9. Business Intelligence and Reporting 10. Testing and User Training Planning 11. Migration and Upgrade 12. Deployment and Go-Live Support 13. Other Books You May Enjoy

Deploying a report

To upload a report, we can take the following steps:

  1. Navigate to the Reports area and click on the New button.
  2. Click on the Choose File button to look for RDL:

Once the file is uploaded, click on Save to save our file. Now we can click on the Run report button to run our report and it will show the data for the vehicle entity. Now, let's modify our report and add more options, such as adding grouping and a parameter to filter the report.

Adding grouping to a report

Let's say we want to add grouping to our report and we want to see the vehicle list according to the customer. We can take the following steps to add grouping to our report:

  1. Click on Details under the Row Groups section and follow...
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