Peter was a pioneer in the Client Issue Management project based on MS Dynamics that we initiated mid 2008. He has progressed from the role of the lead IT Consultant leading a team of about 4-6 from Fujitsu Services to eventually taking on the overall Project Management of the project. The project is one of the most successful projects at the Bank which reached a user base of 3000 users in just over a year. He had liaised with both the IT technologists at the Bank from different areas as well as the varied user groups. A truly consummate professional.
Reporting in Microsoft Dynamics CRM
Classroom course dates · 2 DAYS prices exclude VAT
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Is this the right course for you?
There are a wide variety of tools and methods available in CRM to provide Management Information. From the Report Wizard, through Charts and Dashboards and then onto more custom tools like Businesses Intellegence Development Studio and features like FetchXML. This course provides a very good overview of each of these tools and where they are most appropriate. Again, this course covers a lot of ground in one day and you should expect to identify those tools that are most appropriate for you. For those users new to reporting you may find some of the areas (such as the use of BIDS a little advanced) but its important to understand if you are preparing specifications for reports for others to build. Lastly, you will find out how to prepare a Pyramid chart in CRM – who wouldn’t want that!
When is this course most useful?
This course is most useful during these Sure Step phases:
Course overviewPrint this overview
At Course Completion
After completing this course, students will be able to:
- 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
Module 1: introduction to reporting tools in microsoft dynamics crm 2011
There are many reasons for reporting in Microsoft Dynamics CRM 2011
- Useful Background Knowledge and Skills
- Reporting Development Studio
- Reporting Tools and Possibilities
- Test Your Knowledge
The objectives are:
- Discuss the background knowledge that is helpful or necessary to create reports for Microsoft Dynamics CRM 2011.
- Explain the purpose of the primary report development environments used to create and deploy reports within Microsoft Dynamics CRM 2011.
- Outline the specific tools used to create and modify reports.
- Examine how dashboards can incorporate charts and reports.
Module 2: visualisation
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.
- Creating Basic Charts
- Exporting Charts
- Importing Charts
- Modifying and Exporting Chart XML
Lab: Creating Basic Charts
- Multi Series Bar Chart and Pie Chart
Lab: Modifying Chart XML The objectives are:
- Explain how basic charting concepts translate to Microsoft Dynamics CRM 2011 chart design.
- Identify resources available for creating basic and complex charts.
- Demonstrate the use of the Chart Designer window.
- Explain the proper use of each of the default chart types.
- Demonstrate and explain the steps to export the chart XML for a particular chart.
- Demonstrate and explain the steps to import the chart XML for a particular chart.
- Explain the XML chart schema.
- Explain and demonstrate how to modify the chart XML.
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.
- Report Development Process
- Types of Reports in Microsoft Dynamics CRM 2011
- Default Reports
- The Report Wizard
- Creating Reports
The objectives are:
- Explain the report development process.
- Explain how SQL based and FetchXML based reports are used.
- Describe the default reports included in a new installation of Microsoft Dynamics CRM.
- Create reports using the Report Wizard.
- Describe the tools used to modify and create a report outside of Microsoft Dynamics CRM 2011.
- Describe the process for exporting and importing .RDL files.
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.
- Background Knowledge Required and Available Resources
- Filtered Views
- Creating a Basic SSRS Report
- SSRS Data Regions
Lab: Basic BIDS Report
- Using Report Wizard
Lab: BIDS Report
- Using SSRS Data Regions
Lab: BIDS Report
- Using Parameters and Expressions
The objectives are:
- Describe the type of background and experience needed to modify and create SQL based reports through Business Intelligence Development Studio (BIDS).
- Explain the use of Filtered Views.
- Describe the benefits of Filtered Views.
- Demonstrate the use of Filtered Views.
- Understand how to create a Microsoft SQL Server Reporting Services (SSRS) project within Visual Studio 2008.
- Demonstrate how to create a database connection.
- Explain how to define a data set.
- Explore how to format a report.
- Explain how to add groupings to an SSRS report.
- Demonstrate how to use the BIDS Report Wizard.
- Explain and demonstrate the use of different data regions.
- Describe how charts and gauges can be used to provide visualisations of data.
- Review the use of Geospatial Visualisations.
- Explain the different types of report parameters available.
- Explain how parameters are used.
- Explain how pre-filtering is used within Microsoft Dynamics CRM reporting.
Module 5: fetch-based reporting
Creating FetchXML-based reports is similar to creating SQL-based reports. Data regions, data visualisations, 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
Lab: Creating a Fetch-based Custom Report
- Steps to Create a Fetch-based Custom Report
- Based Reporting that Uses Aggregation and Parameters
The objectives are:
- Examine what FetchXML is and how it is used to create FetchXML-Based reports.
- Understand the options available for authoring reports in Microsoft Dynamics CRM.
- Examine the FetchXML schema and how to use it.
- Implement the use of parameters within FetchXML queries
- Implement pre-filtering using FetchXML.
- Create queries that emulate UNION's.
- Create reports that implement multiple FetchXML datasets and parameters.
- Examine and understand simple expressions and queries used within SSRS reports.
Before attending this course, students must have: Experience using Microsoft Dynamics CRM 4.0 or Microsoft Dynamics CRM 2011.