Microsoft Dynamics CRM 2011 Reporting and Business Intelligence

Everything you need to know to work with reports in Dynamics CRM 2011

Overview

• Create reports with SQL Reporting Services for CRM
• Empower your reports with the different Report Wizards and dashboards
• Troubleshoot and optimize your reports for better performance

In Detail

All of the data entered into a CRM means nothing if it is unable to report the important information to our managers and executives in such a way that they can easily and quickly get the results they need. A better reporting system would enable them to make the necessary improvements to the processes that any business needs in a dynamic business world.For users and developers wishing to take advantage of using the report capabilities of Dynamics CRM, this is the book for you.

Microsoft Dynamics CRM 2011 Reporting is a practical and excellent reference guide that provides you with a number of different options you can use to create and empower the Reporting capabilities of Dynamics CRM. This will give you a good grounding in using the reports in your Dynamics CRM 2011 implementations.

This book looks at all the different options we can use to create reports in Dynamics CRM 2011, starting with SQL Reporting Services and custom reports, created in either CRM Report Wizard, SQL Report Builder, or Visual Studio. It will also show other options we can use such as dashboards, charts, and different ways to optimize and automate reports.We will also learn how to build our own reports either using the different wizards for basic reports or using Visual Studio for more complex reports. We will explore the options mobile CRM users have who want to run and see reports on these mobile devices.

What you will learn from this book

• Understand the different report types we can create in Microsoft Dynamics CRM
• Learn basic database concepts like ERD and SQL and Fetch XML languages to create queries on our reports
• Create basic reports with the wizard and Visual Studio
• Build advanced reports with the SQL Report Builder
• Present reports in charts, dashboards and forms
• Integrate reports on CRM entity forms and extending the form's control capabilities
• Incorporate reports in CRM dashboards and understand chart basics to display important information
• Bind CRM data by using early or late binding and SQL reporting services report execution
• Follow the best practices and troubleshooting of different authentication issues

Approach

The book is a focused and step-by-step tutorial on Microsoft Dynamics CRM Reporting capabilities. It will enable Dynamics developers to create and manage reports, know what tools to use, how to use them, and where to find the data based on how it’s being entered into the system with Dynamics CRM.

Who this book is written for

This book is great for users and developers new to the Dynamics CRM Reports and SQL Server Reporting services, and who are looking to get a good grounding in how to use the reporting capabilities of Dynamics CRM 2011. It’s assumed that you will have some experience in HTML and JavaScript already to build the advanced reports, but no previous programming experience is required to build and learn how to create some basic to intermediate reports, which will be used during the exercises within this book.

這本書是關於在 Dynamics CRM 2011 中使用報表的完整指南。

概述：
- 使用 SQL Reporting Services 為 CRM 創建報表
- 利用不同的報表向導和儀表板增強報表功能
- 為了更好的性能，進行故障排除和優化報表

詳細內容：
- 如果無法以能讓經理和高管輕鬆快速獲得所需結果的方式報告重要信息，那麼輸入到 CRM 中的所有數據都毫無意義。更好的報告系統將使他們能夠對動態商業世界中任何企業所需的流程進行必要的改進。對於希望利用 Dynamics CRM 的報表功能的用戶和開發人員，這本書非常適合您。
- 《Microsoft Dynamics CRM 2011 Reporting》是一本實用且優秀的參考指南，為您提供了多種不同的選項，可用於創建和增強 Dynamics CRM 的報告功能。這將為您在 Dynamics CRM 2011 實施中使用報告提供良好的基礎。

本書將介紹在 Dynamics CRM 2011 中創建報告的所有不同選項，從 SQL Reporting Services 和自定義報告開始，這些報告可以使用 CRM 報告向導、SQL 報告生成器或 Visual Studio 創建。它還將展示其他可用的選項，例如儀表板、圖表以及優化和自動化報告的不同方法。我們還將學習如何使用不同的向導創建基本報告，或者使用 Visual Studio 創建更複雜的報告。我們將探索移動 CRM 用戶運行和查看這些移動設備上的報告的選項。

本書將學到的內容：
- 了解在 Microsoft Dynamics CRM 中可以創建的不同報告類型
- 學習基本的數據庫概念，如 ERD、SQL 和 Fetch XML 語言，以便在報告中創建查詢
- 使用向導和 Visual Studio 創建基本報告
- 使用 SQL 報告生成器創建高級報告
- 在圖表、儀表板和表單中呈現報告
- 將報告整合到 CRM 實體表單中，並擴展表單的控制能力
- 在 CRM 儀表板中加入報告，並了解顯示重要信息的圖表基礎知識
- 通過使用早期或晚期綁定和 SQL 報告服務報告執行，將 CRM 數據綁定
- 遵循最佳實踐和解決不同身份驗證問題的疑難排解

方法：
本書是一本關於 Microsoft Dynamics CRM 報告功能的專注且逐步教學的指南。它將使 Dynamics 開發人員能夠創建和管理報告，了解使用哪些工具，如何使用這些工具，以及根據 Dynamics CRM 系統中的數據輸入方式在哪裡找到數據。

本書的讀者：
本書非常適合對 Dynamics CRM 報告和 SQL Server Reporting Services 新手的用戶和開發人員，他們希望在如何使用 Dynamics CRM 2011 的報告功能方面建立良好的基礎。假設您已經有一些 HTML 和 JavaScript 的經驗，以便創建高級報告，但在本書的練習中，不需要先前的編程經驗即可創建和學習如何創建一些基本到中級的報告。