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

Report Builder overview


Report Builder is a tool that is available for download directly from the Report Manager interface of SQL Reporting Services; if we don't know the Report Manager URL, we can check it in SQL's Reporting Services Configuration Manager as shown in the following screenshot. This tool is located where SQL Reporting Services is installed in the server.

We will be working with Version 3.0, which is the same version that comes with SQL Server 2008 R2 as well as SQL Server 2012.

Tip

We can also download the standalone version of Report Builder from the Microsoft website (if you don't have access to the SQL Server Manager interface) by going to http://www.microsoft.com/en-us/download/details.aspx?id=6116 to download the 2008 version or by going to http://www.microsoft.com/en-us/download/details.aspx?id=35576 to download the 2012 with SP1 version.

When we click on Report Manager URL, we will see the following interface open:

Clicking on the Report Builder menu option that is located...