Book Image

Microsoft Dynamics CRM 2011 Reporting

By : Damian Hernan Sinay
Book Image

Microsoft Dynamics CRM 2011 Reporting

By: Damian Hernan Sinay

Overview of this book

All of the data entered into a CRM means nothing if it is unable to report the important information to our managers and executives in such a way that they can easily and quickly get the results they need. A better reporting system would enable them to make the necessary improvements to the processes that any business needs in a dynamic business world.For users and developers wishing to take advantage of using the report capabilities of Dynamics CRM, this is the book for you. Microsoft Dynamics CRM 2011 Reporting is a practical and excellent reference guide that provides you with a number of different options you can use to create and empower the Reporting capabilities of Dynamics CRM. This will give you a good grounding in using the reports in your Dynamics CRM 2011 implementations. This book looks at all the different options we can use to create reports in Dynamics CRM 2011, starting with SQL Reporting Services and custom reports, created in either CRM Report Wizard, SQL Report Builder, or Visual Studio. It will also show other options we can use such as dashboards, charts, and different ways to optimize and automate reports.We will also learn how to build our own reports either using the different wizards for basic reports or using Visual Studio for more complex reports. We will explore the options mobile CRM users have who want to run and see reports on these mobile devices.
Table of Contents (18 chapters)
Microsoft Dynamics CRM 2011 Reporting
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

New features for mobile clients


Since February 2013, when the Update Rollup 12 was released, there were some new features added for the benefit of mobile clients to CRM Online (only) that allow mobile users to use the CRM Online on the iPad, Surface, iPhone, or Windows phone devices. However, the report option is not available for some of these devices and the only reporting options available for now are the dashboards.

Not all the components of the dashboards can be used on these devices; for example, the Silverlight web resources won't work.

Note

It is also important to know that the versions of the iPad and iPhone need to be iOS 6.0 and above to work. We can use either Safari or Chrome on the iPhone.

There are some commercial client applications for Dynamics CRM (for iPad in the Apple Store); however, I could not find any application that implements the reporting capabilities of CRM 2011. Most of them (such as CWR) can display dashboards such as the CRM Online client on an iPad, but nothing...