Microsoft Dynamics CRM: Reporting

The content for this Microsoft Dynamics CRM Reporting training course is structured as follows:

Introduction

There are many reasons for reporting in Microsoft Dynamics CRM

• Useful Background Knowledge and Skills
• Reporting Development Studio
• Reporting Tools and Possibilities
• Test Your Knowledge
• Solutions

Visualization

There are many ways to view, understand and place data into perspective when it is compared with other data. Reports are used to view and record the details, and charts are used by consumers of the data to quickly view a snapshot of the information.

• Resources
• Creating Basic Charts
• Exporting Charts
• Importing Charts
• Modifying and Exporting Chart XML

Introduction to Reporting Basics

Microsoft Dynamics CRM includes a number of reports that provide useful business information. These reports are based on Microsoft SQL Server Reporting Services, and provide many of the same set of features that are available for the Microsoft SQL Server Reporting Services reports.

• Report Development Process
• Types of Reports in Microsoft Dynamics CRM
• Default Reports The Report Wizard

Business Intelligence Development Studio and SQL Reports

Business Intelligence Development Studio (BIDS) is the primary tool used to create or modify SQL Server Reporting Services (SSRS) reports. The end result of an SSRS report is an .rdl file that contains the report definition imported into Microsoft Dynamics CRM to view reports.

• Background Knowledge Required and Available Resources
• Filtered Views
• Creating a Basic SSRS Report
• SSRS Data Regions
• Parameters
• Pre-Filtering

Fetch-Based Reporting

Creating FetchXML-based reports is similar to creating SQL-based reports. Data regions, data visualizations, and report formatting are applicable to FetchXML-based reports regardless of the querying technique

• What is FetchXML?
• Authoring of Fetch-Based Custom Reports
• Introduction of FetchXML 
• Introduction of Expressions and Collections