Reporting in Microsoft Dynamics CRM

Course code
CRMKREP001
RRP
£500
Audience
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.
Sure Step
Analysis (also Development , Design ) (about this)
Available as
Classroom course POA Enquire
E-learning course POA Buy
One-to-one course £350 Enquire

Classroom course dates · 2 DAYS prices exclude VAT

We currently don't have any dates scheduled for this course. If you are interested in attending this course, please enquire and we can add you to the course waiting list or get in touch to arrange a suitable date.

Most of our courses are available on a one-company basis and can usually be customised to your specific needs. Please contact us for more information.

Is this the right course for you?

Peter says:

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:

Design, development

Course overview

Print this overview
This one-day instructor-led course, Reporting in Microsoft Dynamics CRM , provides students the information to better understand reporting methods along with more advanced reporting features of Microsoft Dynamics CRM. For public events we assume the use of CRM latest but can run this in closed format for most versions.

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

Course Outline

Module 1: introduction to reporting tools in microsoft dynamics crm 2011

There are many reasons for reporting in Microsoft Dynamics CRM 2011

Lessons

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

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.

Lessons

  • Resources
  • 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.

Lessons

  • Report Development Process
  • Types of Reports in Microsoft Dynamics CRM 2011
  • Default Reports
  • The Report Wizard

Lab: Reports

  • 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.

Lessons

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

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

Lessons

  • 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

Lab: FetchXML

  • 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.

Prerequisites

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