ril
Tue May 16 10:14:01 CDT 2006
Microsoft have released reports based on the salestagecode which you have set
up. The report is very similar to the layout in the V1.2 Crystal version. Go
to:-
http://www.microsoft.com/technet/prodtechnol/sql/2000/downloads/reporting.mspx
Download the SQL Server 2000 CRM reports pack.
No need to run the installer. unzip the pipeline reports and upload into CRM
form the reports page using the new reports button.
Note the default is for the current user. If you want the sales pipeline for
every user summarised edit the filter.
"Isil" wrote:
> Great! Thanks a lot for your help!
>
>
> "Manisha Powar (MSFT)" wrote:
>
> > Hi Isil, My apologies for not clarifying. Sales Pipeline report has a
> > subreport that shows the details. It's the "Sales Pipeline Detail" report.
> > In the UI you'll find it under "Hidden Reports" Category in the Reports
> > section. On the server it will be under \Program Files\Microsoft
> > CRM\Reports\MSCRM. Please make sure that the original reports are backed up
> > well..
> >
> > --
> > Manisha Powar (Madhusudanan)
> > Program Manager
> > Microsoft Dynamics - CRM
> >
> > This posting is provided "AS IS" with no warranties, and confers no rights.
> > You assume all risk for your use. © 2005 Microsoft Corporation. All rights
> > reserved.
> > "Isil" <Isil@discussions.microsoft.com> wrote in message
> > news:B61DFBDD-D4CD-4A8C-8780-C6675D9B87D2@microsoft.com...
> > > Manisha,
> > >
> > > I know that is the method for customizing reports but when I import a
> > > report
> > > to Visual studio, it only allows me to modify the main sales pipeline
> > > report.
> > > However on the actual report when you double click on the diagram in the
> > > report, it also opens up an opportunity list. So i couldn't figure out how
> > > to
> > > modify this list, in other words how to add extra columns to that list.
> > >
> > > Thanks again!!!!
> > >
> > > "Manisha Powar (MSFT)" wrote:
> > >
> > >> Hi Isil,
> > >> To customize the report, you could use Visual Studio add-in for SRS
> > >> reports.
> > >> You could export the sales pipeline report (.rdl) file onto your local
> > >> machine, update it and upload it back to the server - provided you have
> > >> appropriate permissions.
> > >>
> > >>
http://msdn.microsoft.com/library/default.asp?url=/library/en-us/CrmSdk3_0/htm/v3d0reportwritersguide.asp
> > >> might be helpful.
> > >>
> > >> --
> > >> Manisha Powar (Madhusudanan)
> > >> Program Manager
> > >> Microsoft Dynamics - CRM
> > >>
> > >> This posting is provided "AS IS" with no warranties, and confers no
> > >> rights.
> > >> You assume all risk for your use. © 2005 Microsoft Corporation. All
> > >> rights
> > >> reserved.
> > >> "Isil" <Isil@discussions.microsoft.com> wrote in message
> > >> news:1C3D2D0A-D1BD-4338-9B89-574255142CCC@microsoft.com...
> > >> > Manisha-
> > >> >
> > >> > Thanks for the quick response. Actually , I have another question about
> > >> > the
> > >> > same report. When we drill down on the chart it opens an "opportunity
> > >> > list" .
> > >> > is there a way to customize this view. I need to add extra columns to
> > >> > that
> > >> > list.
> > >> >
> > >> > Thank you again!!
> > >> > Isil
> > >> >
> > >> > "Manisha Powar (MSFT)" wrote:
> > >> >
> > >> >> Hi Isil,
> > >> >> Yes - the Sales Pipeline Report is based off of the Sales Processes.
> > >> >>
> > >> >> --
> > >> >> Manisha Powar (Madhusudanan)
> > >> >> Program Manager
> > >> >> Microsoft Dynamics - CRM
> > >> >>
> > >> >> This posting is provided "AS IS" with no warranties, and confers no
> > >> >> rights.
> > >> >> You assume all risk for your use. © 2005 Microsoft Corporation. All
> > >> >> rights
> > >> >> reserved.
> > >> >> "Isil" <Isil@discussions.microsoft.com> wrote in message
> > >> >> news:279F91FA-34A0-40DC-B2B0-3EEEE5C24727@microsoft.com...
> > >> >> > Hi everybody,
> > >> >> >
> > >> >> > We are using CRM 3.0 and we need to use the sales pipeline report
> > >> >> > but
> > >> >> > for
> > >> >> > some reason the sales stage axis of the chart is blank and is
> > >> >> > displayed
> > >> >> > as
> > >> >> > "not specified" on the diagram. We have defined the sales stages
> > >> >> > already
> > >> >> > and
> > >> >> > we have assigned sales stages for each opportunity record we have in
> > >> >> > CRM.
> > >> >> > Do
> > >> >> > we have to creare a sales process in order to use this report?
> > >> >> > Currently
> > >> >> > we
> > >> >> > do not have a sales process configured. I though that might be the
> > >> >> > reason
> > >> >> > why
> > >> >> > the report is not displayed properly. I have read the previous
> > >> >> > postings
> > >> >> > about
> > >> >> > this subject but there wasn't a clear answer for this problem.
> > >> >> > Thanks in advance!
> > >> >> >
> > >> >> > Isil
> > >> >> >
> > >> >>
> > >> >>
> > >> >>
> > >>
> > >>
> > >>
> >
> >
> >