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

Advanced reports with Report Builder


We are now going to look at some of the advanced report types we can create with the Report Builder tool, such as creating a report to show geographic maps. To create a Map report, we will need to create a dataset with at least one field that contains the address of a state; for example, if we wanted to show the accounts on a map by state, we would create a dataset as follows:

Save the new dataset with a name such as AccountByStateDataset. Close Report Builder and open it again. To create a new Map report, select the Map Wizard option when the Getting Started window is presented.

Map Wizard

The following dialog box allows us to use one of the predefined maps that are available; they are as follows:

  • Map gallery

  • ESRI shapefile

  • SQL Server spatial query

Inside the Map gallery, we can select one of the following options for USA:

  • States by County

  • USA by State

  • USA by State Exploded

  • USA by State Inset

The ESRI shapefile and SQL Server spatial query options will let us use...