Reporting in Microsoft Dynamics CRM 2011

Course Code: 80445

Course Description

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.

Course Outcomes

Understand basic reporting functionality available in Microsoft Dynamics CRM 2011
Understand various methods to create and modify charts in Microsoft Dynamics CRM 2011
Gain familiarity with common reports available in Microsoft Dynamics CRM 2011
Develop basic understanding of SRS as it pertains to Microsoft Dynamics CRM 2011

Course Modules

There are many reasons for reporting in Microsoft Dynamics CRM 2011

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.

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.

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.

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.

Prerequisites

Before attending this course, students must have experience using Microsoft Dynamics CRM 4.0 or Microsoft Dynamics CRM 2011.

Next Steps

Administering Microsoft Dynamics CRM 2011 (80446)

Course Labs

Multi Series Bar Chart and Pie Chart

Creating Reports

Using SSRS Data Regions

Steps to Create a Fetch-based Custom Report

Modifying Chart XML

Using Report Wizard

Using Parameters and Expressions

Based Reporting that Uses Aggregation and Parameters

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