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

Query Designer


Clicking on the Edit as Text button located in the ribbon will give us the ability to use a standard SQL editor that will give us better flexibility if we are more familiar with this language.

We can also import an SQL file if we created it before using SQL Management Studio; clicking on the Import button will allow us to load an SQL file that we can choose from our local disks.

When working in the text mode, we will be able to preview the results by clicking on the red exclamation mark (!). The results will be displayed in the bottom part of the window.

In the applied filters list, we can mark the Parameter checkbox to make a field we used on the filters a parameter.

The operator types we can use in the filters are as follows:

  • like / not like

  • is / is not

  • is any of

  • is none of

  • is more than

  • is less than / is more than

  • is less than or equal to / is more than or equal to

This mode will also give us the ability to change the Command Type listbox to use a stored procedure.

To save the dataset...