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

SQL overview


It is very important to have good knowledge and experience with SQL. SQL is short for Structured Query Language, and it is commonly used to handle and manage database records. Microsoft SQL Server has its own type of SQL called T-SQL or Transact-SQL. In this chapter we are going to use SQL Management Studio, which is installed along with Microsoft SQL Server.

The main commands of this language are Select, Update, Delete, and Insert.

Select

This command is used to query records from the database.

The syntax used is as follows:

Select field1, field2 from table
Select field1, field2 from view

We use the filtered views as follows:

Select name, address1_stateorprovince from FilteredAccount

Tip

Downloading the example code

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