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 development best practices


Use SQL server queries when possible; their performance is better than the Fetch XML queries. When using SQL queries, use stored procedures. They are precompiled in SQL Server and perform better than a query embedded in a report that needs to be interpreted and compiled every time we run the report.

We can also improve the performance of our SQL queries by looking at the execution plan of the query in SQL Server Management Studio.

This is something that can be enabled by clicking on the icon called Display Estimated Execution Plan, as shown in the following screenshot:

With this feature enabled, executing the query will suggest the indexes we might need to create to speed our query, as shown in the following screenshot:

Creating indexes as this tool suggests will improve query performance a lot. For more information about working with this tool, go to http://msdn.microsoft.com/en-us/library/ms190402.aspx.

Tip

Be careful when creating lots of indexes as they can...