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Sams Teach Yourself Microsoft® Dynamics CRM 2011 in 24 Hours by Anne Stanton

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Creating Custom Reports Without the Report Wizard

You can create custom reports, such as dashboards, reports with other layouts, or reports with more complex drill-downs into the data reports.

Microsoft Dynamics CRM provides filtered views that make it easy for report writers to use the Microsoft Dynamics security roles. Therefore, even custom reports only show data that a user has permission to see. However, creating custom reports requires a more technical skill set than using the Report Wizard. (Many solution providers specialize in creating custom reports.)

Custom Reports in Microsoft Dynamics CRM On-Premises

For Microsoft Dynamics CRM On-Premises, if you need custom reports beyond what the Report Wizard can create, anyone with the System ...

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