Share a report with other users or teams

Dynamics CRM 2016
 

Updated: November 1, 2016

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016

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.

  1. Go to Reports.

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

    If using the Dynamics 365 web application:

    1. Click More CommandsMore Commands button in Appointment Activity, and then click Share.

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

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

    4. 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 Dynamics 365 for Outlook:

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

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

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

  1. Go to Reports.

  2. In the list of reports, select the report, and on the command bar, click Edit.

    If using the Dynamics 365 web application:

    1. On the command bar, click Edit.

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


    If using Dynamics 365 for Outlook:

    1. In the Records group, click Edit.

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

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