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Microsoft Dynamics CRM - Reporting

Category: Customer Relationship Management (CRM), Microsoft Dynamics

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

About SquareOne

SquareOne is among the UK's leading providers of IT training to businesses of all shapes and sizes. Our company pledge is to deliver inspiring, motivational and cost effective training which brings about tangible improvements in productivity. Through our training solutions, individuals are able to gain lifelong skills and realise their full potential whilst clients achieve their corporate goals.

Who should attend?

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.

Prerequisites

Microsoft Dynamics CRM System IT Professionals.

Objectives

This course provides students with information to better understand reporting methods along with more advanced reporting features of Microsoft Dynamics CRM.

Course Duration

Duration: 1 Day

Course Contents

The subjects listed on the left are an outline. If there are any additional subjects you wish to cover, please feel free to call us prior to the course. All of our courses can be tailored to meet your business needs.

Course Dates 

View our full course schedule here.

Training Locations

Our open classroom courses are held in Merseyside where we have state of the art training facilities. We also provide in-house training solutions at any office location in the UK or Europe. We frequently deliver training in Liverpool, Wirral, Blackpool, Manchester, London, Chester, Warrington, Leeds, Cardiff, Birmingham, Edinburgh, Bristol, Sheffield, Glasgow, Leatherhead, Aberdeen and Ireland.

Closed courses can also be delivered in European countries such as Austria, Belgium, Denmark, Greece, France, Finland, Hungary, Italy, Ireland, Netherlands, Norway, Portugal, Spain, Poland, Sweden, Switzerland and off shore.... Either in English or local languages. 

Enquiry Form

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Booking

Looking for in-house training that can be customised to you/your businesses exact needs? Contact us below for one of our team to contact you.

Upcoming Courses

Below are a list of upcoming dates and locations where this course is scheduled to take place.

Location Start Date Duration Cost

For more information about any of our courses please call +44 (0)151 650 6907,
email enquiries@squareonetraining.com or complete an enquiry form.

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