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Microsoft Dynamics CRM 2011 Reporting

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Damian Sinay

Everything you need to know to work with reports in Dynamics CRM 2011
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Book Details

ISBN 139781849682305
Paperback308 pages

About This Book

  • Create reports with SQL Reporting Services for CRM
  • Empower your reports with the different Report Wizards and dashboards
  • Troubleshoot and optimize your reports for better performance

Who This Book Is For

This book is great for users and developers new to the Dynamics CRM Reports and SQL Server Reporting services, and who are looking to get a good grounding in how to use the reporting capabilities of Dynamics CRM 2011. It’s assumed that you will have some experience in HTML and JavaScript already to build the advanced reports, but no previous programming experience is required to build and learn how to create some basic to intermediate reports, which will be used during the exercises within this book.

Table of Contents

Chapter 1: Introduction to Reporting in Microsoft Dynamics CRM
CRM report types
CRM report settings
SQL reporting services versions
Installation and configuration of Reporting Services Extensions
Installation and configuration of Report Authoring Extension (Visual Studio development)
Summary
Chapter 2: Database Basics
ERD basics
SQL overview
SQL advanced
FetchXML overview
Summary
Chapter 3: Creating Your First Report in CRM
Using Microsoft Dynamics CRM 2011 Report Wizard
Using Visual Studio
Publishing the report
Summary
Chapter 4: SQL Server Report Builder
Report Builder overview
Datasets
Query Designer
Creating a new report
Advanced reports with Report Builder
The Report Builder's limitations
Summary
Chapter 5: Creating Contextual Reports
Using Visual Studio
Report parameters in detail
Data sources
Data sets
Groups on data sets
Charts
Drill-down and collapsible controls
Summary
Chapter 6: Creating Inline Reports
Embedding reports on an entity form
Summary
Chapter 7: Using Reports and Charts in Dashboard
Showing report on a dashboard
Basic charts
Charts editor
Summary
Chapter 8: Advance Custom Reporting and Automation
The ASP.NET report
Silverlight reports
Basic report automation
Advanced report automation (programmatically)
Summary
Chapter 9: Failure Recovery and Best Practices
Common failures in SSR authentication
Tracing
Report development best practices
Report deployment best practices
Summary
Chapter 10: Mobile Client
New features for mobile clients
The mobile client's considerations
Summary

What You Will Learn

  • Understand the different report types we can create in Microsoft Dynamics CRM
  • Learn basic database concepts like ERD and SQL and Fetch XML languages to create queries on our reports
  • Create basic reports with the wizard and Visual Studio
  • Build advanced reports with the SQL Report Builder
  • Present reports in charts, dashboards and forms
  • Integrate reports on CRM entity forms and extending the form's control capabilities
  • Incorporate reports in CRM dashboards and understand chart basics to display important information
  • Bind CRM data by using early or late binding and SQL reporting services report execution
  • Follow the best practices and troubleshooting of different authentication issues

In Detail

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.

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