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

Groups on data sets


To start using a data set we can add a Table control to our report and select the data set we created in the DataSetName property of the Table control as follows:

Tip

Remember we can usually access the properties window by hitting the F4 key if it is not visible by default in Visual Studio.

Adding columns to the report

To add a field to the table cells, we move the mouse over the cell we want until we see the blue icon being displayed.

Clicking on the blue icon will display the list of available fields we configure in our data set, so we can easily select the fields we want to display in each cell.

Selecting the fields this way will automatically add the header text with the field name.

To add a new column right-click on the column header and select Insert Column, then select Left or Right depending upon where we want the new column to be located.

Hiding and showing columns

Selecting the Column Visibility will allow us to configure the column visibility based on an expression...