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

FetchXML overview


FetchXML is a proprietary query language initially introduced in Dynamics CRM 3.0 and improved through the following versions. All the dynamics CRM views are created with this query language and we can now write reports in CRM 2011 using this query language as well.

The addition of this type of data source allows Dynamics CRM online to create reports where this is the only type of data source supported for CRM Online.

Note

The FetchXML queries have a limitation of 5000 records per page, so you need to have this in mind when working with them. If you are in CRM on-premise, you can tune this value by touching the registry, setting a value (1) of the TurnOffFetchThrottling DWORD key under HKLM\Software\Microsoft\MSCRM. For more information, refer to http://support.microsoft.com/kb/911510.

The best way to learn how to create a FetchXML query is by using the Advanced Find tool.

With this tool, you can easily create queries from where you can download the generated Fetch XML by clicking...