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How to edit a quote report? RRS feed

  • Question

  • I am currently trying to edit our format for our quote report. We currently have the standard format that you get when run the report from the quote you are viewing. I have gone through customizations with reports and quotes and I have not been able to find out how to customize this. Any help would be appreciated.

    Thanks.
    Wednesday, January 6, 2010 3:28 PM

Answers

  • To customized a reports in Dynamics CRM you will need to download rdl file from Dynamics CRM (Reports->mark report->Edit Reports->Actions->Download Reports) and edit it in Visual Studio or other application to create a reports (if you will use SQL2008 I would like to suggest MS SQL ReportBuilder 2.0 which is much easier).
    My Dynamics CRM Blog: http://bovoweb.blogspot.com
    • Marked as answer by linz01 Wednesday, January 6, 2010 4:57 PM
    Wednesday, January 6, 2010 3:53 PM

All replies

  • To customized a reports in Dynamics CRM you will need to download rdl file from Dynamics CRM (Reports->mark report->Edit Reports->Actions->Download Reports) and edit it in Visual Studio or other application to create a reports (if you will use SQL2008 I would like to suggest MS SQL ReportBuilder 2.0 which is much easier).
    My Dynamics CRM Blog: http://bovoweb.blogspot.com
    • Marked as answer by linz01 Wednesday, January 6, 2010 4:57 PM
    Wednesday, January 6, 2010 3:53 PM
  • Is it possible to customize the report in CRM without using Visual Studio?

    Thanks for your help.

    • Marked as answer by linz01 Wednesday, January 6, 2010 4:57 PM
    • Unmarked as answer by Donna EdwardsMVP Wednesday, January 6, 2010 5:34 PM
    Wednesday, January 6, 2010 4:17 PM
  • You'll need to use Visual Studio to customize the report or create a new custom report.
    Best Regards, Donna
    Wednesday, January 6, 2010 5:36 PM
  • if you don't have experience with create a ssrs reports I would suggest you report builder (for SQL2005) and report builder 2.0 (for SQL2008).

    My Dynamics CRM Blog: http://bovoweb.blogspot.com
    Wednesday, January 6, 2010 8:30 PM