PacktLib: Microsoft Dynamics CRM 2011 Reporting

Microsoft Dynamics CRM 2011 Reporting

Credits

About the Author

About the Reviewers

www.PacktPub.com

Preface

Introduction to Reporting in Microsoft Dynamics CRM

CRM report types

CRM report settings

SQL reporting services versions

Installation and configuration of Reporting Services Extensions

Installation and configuration of Report Authoring Extension (Visual Studio development)

Summary

Database Basics

ERD basics

SQL overview

SQL advanced

FetchXML overview

Summary

Creating Your First Report in CRM

Using Microsoft Dynamics CRM 2011 Report Wizard

Using Visual Studio

Publishing the report

Summary

SQL Server Report Builder

Report Builder overview

Datasets

Query Designer

Creating a new report

Advanced reports with Report Builder

The Report Builder's limitations

Summary

Creating Contextual Reports

Using Visual Studio

Report parameters in detail

Data sources

Data sets

Groups on data sets

Charts

Drill-down and collapsible controls

Summary

Creating Inline Reports

Embedding reports on an entity form

Summary

Using Reports and Charts in Dashboard

Showing report on a dashboard

Basic charts

Charts editor

Summary

Advance Custom Reporting and Automation

The ASP.NET report

Silverlight reports

Basic report automation

Advanced report automation (programmatically)

Summary

Failure Recovery and Best Practices

Common failures in SSR authentication

Tracing

Report development best practices

Report deployment best practices

Summary

Mobile Client

New features for mobile clients

The mobile client's considerations

Summary

Expression Snippets

Expression Snippets

Expression Snippets

Expression Snippets

Index