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

Data sources


If we are working with the CRM 2011 on premise version, we can mix data with other data sources in our report; by default, we can create data sources using the following database types:

  • Microsoft Dynamics CRM Fetch

  • Microsoft SQL Server

  • Microsoft SQL Azure

  • Microsoft SQL Server Parallel Data Warehouse

  • OLE DB

  • Microsoft SQL Server Analysis Services

  • Oracle

  • ODBC

  • XML

  • Report Server Model

  • Microsoft SharePoint List

  • SAP Netware BI

  • Hyperion Essbase

  • TERADATA

    Tip

    For any database type not listed here, we can always find its OLEDB or ODBC adapter to use it in our report.

Data sources can be created as either of these two main types:

  • Embedded connection

  • Using a shared data source reference

Embedded data sources

Embedded data sources means that the data source connection will be embedded within the report (within the RDL file), if we are using this data source for one specific report then this option might be good. However, if we are planning on creating more than one report using the same data source, using the...