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

Installation and configuration of Report Authoring Extension (Visual Studio development)


The Report Authoring Extension component is essential if you are planning to develop SQL Reporting Service reports with Visual Studio 2008; it will add the necessary FetchXML data connector. As we will see in detail in Chapter 3, Creating Your First Report in CRM, the reports that are generated with the Report Wizard use this connector. So if you want to update any of the reports generated by the Report Wizard, you will need to have these extensions installed on your development machine.

The extensions require SQL Server 2008 developer tools to be installed; after the Update Rollup 13, you can now install it on the SQL Server 2010 developer tools. Before Update Rollup 13, the extensions were not compatible with the tools installed by SQL Server 2012; this is because SQL 2012 uses Visual Studio 2010 instead of Visual Studio 2008, which is the version that is required by default. After the Update Rollup 13, support for the Visual Studio 2010 that comes with SQL 2012 has been added.

At the time of writing, there is no known version of the developer tools that is compatible with Visual Studio 2012.

To install this extension, you will need to download the Microsoft Dynamics CRM 2011 Report Authoring Extension from the Microsoft downloads website or by going to the following URL:

http://www.microsoft.com/en-us/download/details.aspx?id=27823

The following are the steps to install and configure Report Authoring Extension:

  1. Download the file with the name CRM2011-Bids-ENU-i386.exe.

    After downloading and executing this file, you will be prompted to select a folder where the files will be extracted to and the following first dialog will appear:

  2. Select the option Get updates for Microsoft Dynamics CRM (recommended) and click on Next to continue.

  3. Click on Next to continue.

  4. Check the checkbox that says I accept this license agreement and click on I Accept to continue.

    Tip

    If you try to install this tool on a Windows 2012 server, where you have the SQL Server Data tools installed, you will need to install the Windows Identity Foundation 3.5 server role first or this installer will fail.

  5. Install the required components by clicking on the Install button. After that, click on Next to continue.

  6. Select the recommended option and click on Next to continue.

  7. Leave the default location as it appears or select the location where you want the component to be installed, and click on Next.

  8. The setup will check whether everything is okay in the system before letting you start the installation; click on Next to continue.

  9. Now click on Install.

    Note

    If there is any error, you will be able to see the details by clicking on the View the log file link.

  10. Click on Finish to close the setup application.

You can validate whether the Report Authoring Extensions are well installed by looking at the data source types in Visual Studio 2008, where Microsoft Dynamics CRM Fetch should be listed as an option.