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

The mobile client's considerations


The client interfaces that we have seen earlier require the user to be connected to the Internet, and they don't work in an offline mode.

There are some considerations to keep in mind if our environment uses CRM on premise, and we want to let our user access the CRM data externally using the mobile devices.

Authentication considerations

Most of the mobile clients will be located outside the local network; so if we are working with an on-premise environment, we will have to enable Internet-Facing Deployment (IFD). This means we need to change the authentication method from an integrated windows authentication to a claims-based authentication that requires the deployment of the Active Directory Federation Service (ADFS).

Enabling a claims-based authentication will also force us to implement the HTTPS protocol that will also require us to purchase an SSL certificate. A 2048-bits SSL certificate is recommended. It can be obtained on Verigin.com or Godaddy.com...