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 Visual Studio


The best recommendation before starting to create a report with Visual Studio is to create a report with the Report Wizard first and then export the RDL file generated by the Report Wizard to import on a Visual Studio project. By going to the Actions menu of the report you created and clicking on Download Report, you can download the RDL file.

Note

The Make Report Available to Organization option that appears under Download Report will do the same thing as we change the Viewable By option to Organization on the Administration tab. If the report is already set to Viewable By Organization, this option will change to Revert to Personal Report, which will be the same as setting the Viewable By option to Individual from the Administration tab.

Now you can start Visual Studio 2008 and create a new report project by performing the following steps:

  1. Navigate to File | New | Project… as shown in the following screenshot:

  2. Select the Report Server Project template that is on the Business...