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Today’s guest blogger is CRM MVP Frank Lee from Workopia who provides us his insights about another way to create custom reports.
The Microsoft Dynamics CRM 2011 architecture enables report developers to create and customize reports even more than before. Prior to this release, reporting was usually created by using the report wizard within the CRM application. It was not as customizable or flexible as the new version. Here are the steps to create a custom report with Microsoft Dynamics CRM 2011 via the Microsoft SQL Server Business Intelligence Development Studio (BIDS) Fetch Extension:
Part A – Setup a Microsoft CRM 2011 FetchXML Custom Report development environment
Part B – Create a Microsoft CRM 2011 FetchXML Report
The report is dynamic?
Sorry it looks like it does not work on the beta version.
My url is something like https://<myserver>.crm4.dynamics.com/;<myorganisation>
and I have a credential error.
Can we test this on a beta version ?
HEllo, as Ritou stated and questioned "it looks like it does not work on the beta version.
Can we test this on a beta version?"
The report is dynamics - by refershing it - it will retrieve the latest data. You can then save a copy of the report as a "snap shot". The BIDS is new for CRM 2011 and should work for CRM 2011 Beta - On Premise or Online.
Do you have an example where we can perform more advanced fetch's e.g: display all the opportunities for an account and its child accounts and group opportunuties records by there corresponding account.
Can this be done?
I had the credentials error and I solved it by following the very first answer from this thread -> social.microsoft.com/.../1e4b63bb-d693-4679-b2f1-7f2a6f2216c8.
And had also an erro installing the FetchXML extension which I got solved by following the second answer on this other thread.
After that this worked like a charm :)
How do we filter it to run only on the current record using fetch?
Is it possible to make some math calculous to set results on the report