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

Basic charts


Dynamics CRM 2011 introduces a new feature called Charts that helps us add charts easily without the need to create a report for that purpose. To create a chart we can either create a solution, which is always the recommended method, or go to Settings | Customizations | Customize the System. It will be using the Default Solution.

As with dashboards we can have two types of charts:

  • Personal charts

  • System charts

Personal charts are the ones that we can create from the entity we want. They can be created by going to the Charts tab on the ribbon and clicking on the New Chart button. These charts will be only be visible to us and they can be shared with other users.

System charts can be created from a Solution or by going to Settings | Customizations | Customize the System. It will be using the Default Solution. These charts will be visible to all users.

Charts depend on the entity, so we will look at them under each entity; for example, the account entity comes with the following out...