Microsoft Dynamics CRM Centro de clientes
Microsoft Dynamics CRM
Centro de clientes
Microsoft Dynamics CRM Centro de clientes

Modify an offline filter to include additional reports

Now we'll edit the existing filter so that it selects all the reports owned by your team.

  1. Choose the drop-down arrow next to Equals Current User, and then select Equals Current User or User's Teams.

  2. On the command bar, choose Save As, give the filter a new name like All team reports, add a Description, and then choose Save.

    Sugerencia

  3. Close the New Filter dialog box to return to the Go Offline Settings dialog box.

  4. If you scroll to your new filter, you'll see that the filter is active.

Next up: What else can you do with offline filters?

Read more

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Nota

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