Duration: 1 Day
Technology: Dynamics CRM
Delivery Method: Instructor-Led (in-class & virtual)
Software Assurance Value:
This one-day instructor-led course, Reporting in Microsoft Dynamics CRM 2011, provides students the information to better understand reporting methods along with more advanced reporting features of Microsoft Dynamics CRM 2011.
After completing this course, students will be able to:
This course is intended for Microsoft Dynamics CRM System IT Professionals. The course will also introduce topics and functionality important for developers, but will not cover these topics in depth.
Module 1: INTRODUCTION TO REPORTING TOOLS IN MICROSOFT DYNAMICS CRM 2011
There are many reasons for reporting in Microsoft Dynamics CRM 2011
The objectives are:
Module 2: VISUALIZATIONThere 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.
Lab : Creating Basic Charts
Lab : Modifying Chart XML The objectives are:
Module 3: 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.
Lab : Reports
Module 4: 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.Lessons
Lab : Basic BIDS Report
Lab : BIDS Report
Module 5: 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
Lab : Creating a Fetch-based Custom Report
Lab : FetchXML