Skip to main content
Microsoft Dynamics CRM

Dynamics 365: Organize your Reports!

By October 28, 2022No Comments

For this tip, I’m bringing back a post from last year about organizing reports.  If your organization uses a high number of reports like many of our clients, I highly recommend taking the time to organize them into categories!  There are a few out-of-the-box categories to choose from, but if that’s lacking, you can add your own if you are an administrator. 

Here’s the link to the original post explaining how to add categories. To organize your reports after any new categories have been added, go to the reports area.  Select the report (do not open it), then click “edit”, and you’ll see an area to assign categories. As always, don’t forget to save.

Megan Hagedorn

Author Megan Hagedorn

More posts by Megan Hagedorn

Leave a Reply

Need help finding the right CRM?

Take a deeper look at the industry leading CRM systems.

Find out which CRM best fits your needs!

Download the FREE comparison

Skip to content