Microsoft Dynamics CRM 2013 Customer Center
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Share a report with other users or teams

When you create a new report, share it with other people on your team or in your organization so that they can also benefit from it. There are several ways that you can share your new report with other people.

Share the report with other users or teams

If using the CRM web application

  1. On the nav bar, choose Microsoft Dynamics CRM. Then select a work area: Sales, Service, or Marketing. The work area name appears on the nav bar.

  2. Click or tap the area name, and then click or tap Reports.

  3. In the list of reports, select the report.

  4. Click or tap More Commands, and then click or tap Share.

  5. In the Share Report dialog box, click Add User/Team.

  6. In the Look Up Records dialog box, select the users or team you want to share the report with, and click OK.

  7. In the Share Report dialog box, select the type of share access that you want. The available permissions are: Read, Write, Delete, Append, Assign, or Share.

If using CRM for Outlook

  1. In the Navigation Pane, expand your organization if necessary, and then click or tap Sales or Service or Marketing.

  2. Click or tap Tools > Reports.

  3. In the list of reports, select a report, and in the Collaborate group, click Share.

  4. Specify the users or teams you want to share the report with.

Share the report with your organization

If the report would be useful for all users, make it available to the organization.

If using the CRM web application

  1. On the nav bar, choose Microsoft Dynamics CRM. Then select a work area: Sales, Service, or Marketing. The work area name appears on the nav bar.

  2. Click or tap the area name, and the click or tap Reports.

  3. In the list of reports, select the report, and on the command bar, click or tap Edit.

  4. On the Actions menu, click or tap Make Report Available to Organization.

If using CRM for Outlook

  1. In the list of reports, select the report, and in the Records group, click Edit.

  2. On the Actions menu, click Make Report Available to Organization.

Applies To

CRM Online

CRM 2013 on-prem

 
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