Working with Microsoft Dynamics® CRM 2011

Chapter 13. Reports and Dashboards

In this chapter:

Data Delivery Design

Accessing Reports in Microsoft Dynamics CRM

Customizing Reports in Microsoft Dynamics CRM

Managing Reports with Microsoft Dynamics CRM

Customizing Dashboards in Microsoft Dynamics CRM

Summary

As you already know, CRM systems capture data about interaction with various contacts and organizations, and your database will quickly grow to thousands, or millions, of records. Although it’s beneficial to capture these interactions in a database, the real value lies in using and visualizing that data in a simple and easy-to-read format. This data visualization can happen in many ways, but the two methods that we will describe in this chapter are reports and dashboards.

You will quickly find ...