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Microsoft Dynamics CRM 2011 Reporting

Book Description

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

  • 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

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.

Table of Contents

  1. Microsoft Dynamics CRM 2011 Reporting
    1. Table of Contents
    2. Microsoft Dynamics CRM 2011 Reporting
    3. Credits
    4. About the Author
    5. About the Reviewers
    6. www.PacktPub.com
      1. Support files, eBooks, discount offers and more
        1. Why Subscribe?
        2. Free Access for Packt account holders
        3. Instant Updates on New Packt Books
    7. Preface
      1. What this book covers
      2. What you need for this book
      3. Who this book is for
      4. Conventions
      5. Reader feedback
      6. Customer support
        1. Downloading the example code
        2. Errata
        3. Piracy
        4. Questions
    8. 1. Introduction to Reporting in Microsoft Dynamics CRM
      1. CRM report types
      2. CRM report settings
        1. Categories
        2. Related Record Types
        3. Display in
        4. Languages
      3. SQL reporting services versions
        1. SQL Server databases
        2. Windows Service
        3. Report Manager website
        4. Report Server Web service
      4. Installation and configuration of Reporting Services Extensions
      5. Installation and configuration of Report Authoring Extension (Visual Studio development)
      6. Summary
    9. 2. Database Basics
      1. ERD basics
        1. Relationship types
          1. One-to-many relationships (1:N)
          2. Many-to-one relationships (N:1)
          3. Many-to-many relationships (N:N)
      2. SQL overview
        1. Select
        2. Update
        3. Delete
        4. Insert
        5. WHERE
        6. ORDER BY
        7. group by
        8. join
      3. SQL advanced
        1. CREATE TABLE
        2. DROP TABLE
        3. Stored procedures
        4. Cursors
        5. Transactions
      4. FetchXML overview
        1. Select fields
        2. Filters and conditions
        3. Order by
        4. Group by
        5. Linking to other entities
          1. Inner join
          2. Outer join
      5. Summary
    10. 3. Creating Your First Report in CRM
      1. Using Microsoft Dynamics CRM 2011 Report Wizard
      2. Using Visual Studio
      3. Publishing the report
      4. Summary
    11. 4. SQL Server Report Builder
      1. Report Builder overview
      2. Datasets
      3. Query Designer
      4. Creating a new report
        1. Table or Matrix Wizard
        2. Adding a logo to our report
      5. Advanced reports with Report Builder
        1. Map Wizard
        2. Map visualization types
        3. Testing the Map report
      6. The Report Builder's limitations
      7. Summary
    12. 5. Creating Contextual Reports
      1. Using Visual Studio
        1. Toolbox
        2. Expressions
        3. Prefilters
      2. Report parameters in detail
        1. CRM_FilterText
        2. CRM_FormatDate
        3. CRM_FormatTime
        4. CRM_FullName
        5. CRM_FilteredAccount
        6. CRM_URL
        7. CRM_CalendarType
      3. Data sources
        1. Embedded data sources
        2. Shared data sources
      4. Data sets
      5. Groups on data sets
        1. Adding columns to the report
        2. Hiding and showing columns
      6. Charts
      7. Drill-down and collapsible controls
      8. Summary
    13. 6. Creating Inline Reports
      1. Embedding reports on an entity form
        1. Creating a custom solution
        2. Creating the HTML web resource
        3. Implementing the report control
        4. Developer Toolkit
      2. Summary
    14. 7. Using Reports and Charts in Dashboard
      1. Showing report on a dashboard
        1. Exporting dashboards
      2. Basic charts
        1. Drill-down chart
      3. Charts editor
        1. Exporting charts
        2. Charts internals
        3. 3D charts
      4. Summary
    15. 8. Advance Custom Reporting and Automation
      1. The ASP.NET report
        1. Late binding
        2. Early binding
        3. CRM integration
      2. Silverlight reports
        1. MVVM
      3. Basic report automation
        1. Report scheduling
      4. Advanced report automation (programmatically)
      5. Summary
    16. 9. Failure Recovery and Best Practices
      1. Common failures in SSR authentication
      2. Tracing
        1. Enabling CRM Trace
        2. Using SQL Trace
      3. Report development best practices
      4. Report deployment best practices
        1. Improving the performance of reports
        2. Creating report caching
        3. Creating report snapshots
      5. Summary
    17. 10. Mobile Client
      1. New features for mobile clients
        1. The sales process
        2. The autosave feature
        3. SQL Server 2012 with SP1
        4. Microsoft Surface
      2. The mobile client's considerations
        1. Authentication considerations
        2. Custom reports development considerations
      3. Summary
    18. A. Expression Snippets
      1. Basic expressions
        1. Constants
        2. Variables
      2. Advanced expressions with VBScript code
        1. References
        2. Working with control events
          1. Actions
          2. Visibility
          3. Interactive Sorting
      3. Summary
    19. Index