Sign In Start Free Trial
Account

Add to playlist

Create a Playlist

Modal Close icon
You need to login to use this feature.
  • Book Overview & Buying Microsoft Dynamics CRM 2011 Reporting
  • Table Of Contents Toc
Microsoft Dynamics CRM 2011 Reporting

Microsoft Dynamics CRM 2011 Reporting

By : Damian Hernan Sinay
4.7 (6)
close
close
Microsoft Dynamics CRM 2011 Reporting

Microsoft Dynamics CRM 2011 Reporting

4.7 (6)
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 (13 chapters)
close
close
12
Index

Embedding reports on an entity form


In Dynamics CRM 2011 every entity can have more than one form. Each form represents the user interface from where the user can interact with a single-entity record of any entity. There are different types of forms in Dynamics CRM:

  • Main

  • Mobile

Only the main form type allows the addition of web resources and they are the ones used by the web browser client as well as the outlook client. The mobile form is the one presented to any browser that is not supported by Dynamics CRM, such as those found in a mobile smart phone. By default, only the users with System Administrator and System Customizer roles can customize the entity's forms.

The different controls we can insert into a form are as follows:

  • Sections

  • Tabs

  • Web resources

  • Spacer

  • Sub-grid

  • IFRAME

As we can see, there are no out-of-the-box controls to insert an SQL Reporting Services report into a form, so we will need to create a custom solution to do that, using a web resource.

The web resources we can create in Dynamics...

CONTINUE READING
83
Tech Concepts
36
Programming languages
73
Tech Tools
Icon Unlimited access to the largest independent learning library in tech of over 8,000 expert-authored tech books and videos.
Icon Innovative learning tools, including AI book assistants, code context explainers, and text-to-speech.
Icon 50+ new titles added per month and exclusive early access to books as they are being written.
Microsoft Dynamics CRM 2011 Reporting
notes
bookmark Notes and Bookmarks search Search in title playlist Add to playlist font-size Font size

Change the font size

margin-width Margin width

Change margin width

day-mode Day/Sepia/Night Modes

Change background colour

Close icon Search
Country selected

Close icon Your notes and bookmarks

Confirmation

Modal Close icon
claim successful

Buy this book with your credits?

Modal Close icon
Are you sure you want to buy this book with one of your credits?
Close
YES, BUY

Submit Your Feedback

Modal Close icon
Modal Close icon
Modal Close icon