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Microsoft Dynamics CRM 2013 Marketing Automation by Sandeep Chanda, Alok Singh

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Marketing reports

If out-of-the-box views and charts don't meet your requirements, then Microsoft Dynamics CRM 2013 also provides the option to create powerful reports using the marketing data you have captured with the help of Report Wizard. You can use the wizard to create a report that can render data from various marketing-related entities in a simple tabular format. It also provides features that allow you to group, summarize, and aggregate information. In addition, you will also have the option to embed charts and graphs as needed.

Report Wizard

Microsoft Dynamics CRM 2013 provides a Report Wizard option that can be used to create new marketing reports within the CRM application. We will now see the steps involved in creating a simple tabular ...

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