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

Using Microsoft Dynamics CRM 2011 Report Wizard


The Report Wizard is the easiest way to create a report; with this tool any person without any knowledge of development can create a simple report. Of course, the reports that are being created with the Report Wizard will have some limitations, but for more than one purpose they might be enough.

The reports created with this wizard will have the benefits of the export tool that is included in the SSRS Report Control that allows us to export the report to XML, CSV, PDF, MSHTML, Excel, TIFF, and Word formats.

Any report created with the Report Wizard can also be modified with the same Report Wizard. The Report Wizard allows you to filter what entities and fields you want to display, and also gives the ability to prefilter the records when running the report to give more flexibility to the results.

To create a new report, follow the given steps:

  1. Navigate to Workplace.

  2. In the Navigation Pane, click on Reports.

  3. Click on New.

    Note

    All the fields in the window...