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 sets


As with data sources, we can have more than one data set defined in our report; however, each data set is associated with one data source at a time. To create a new Data set follow the given steps:

  1. Right-click on the Datasets folder and select the Add Dataset… menu option:

  2. When the Dataset Properties dialog box opens, we will be presented with the following options:

    Here we can select to use a shared data set or create a data set that will be embedded in our report; the concept is the same as explained for data sources.

  3. If we want to create a shared data set, we will need to cancel this dialog box and go to the Solution Explorer window, right-click on the Shared Datasets folder, and select the Add New Dataset option:

  4. When adding a new shared data set we will need to specify the Data Source, Query type, and Query.

  5. Enter AccountsDataSet in the Name field and select MyCRMDataSource from the Data source drop-down menu list.

  6. We can either write the query manually or use the query designer...