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How to create a report like the "Invoice" report (View an invoice and its line items) in MS Dynamics CRM 2011.

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  • Is it possible to make a report similar to the “Invoice” report (View an invoice and its line items).  I want to be able to make these, yet would like to change the fields being presented (I have created custom fields, that our organisation uses for invoicing).  Or is it possible to edit the “Invoice” report to show different fields.  We need to be able to do this so we can either print them out, or export them to be sent to QuickBooks.

    Another note, whenever I create the report to look similar I can’t create the form for the invoice.  Even if I make the report displayed in “Forms for related record types;Reports area”

    Tuesday, June 28, 2011 3:20 AM

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