The Microsoft Dynamics CRM Team Blog
News and views from the Microsoft Dynamics CRM Team

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  • Blog Post: Personalizing Reports for Microsoft Dynamics CRM Online

    Microsoft Dynamics CRM 2011 has excellent reporting capabilities. Customizers have the option to create SSRS reports using SQL or CRM’s querying language, FetchXML, in on premise deployments. Customizers must leverage FetchXML to create SSRS reports in online deployments for improved security and...
  • Blog Post: Video: Create and run

    The reporting feature in Microsoft Dynamics CRM provides default (out-of-the-box) reports for the most common business needs. It also provides a Report Wizard that lets you create custom reports for your specific requirements. We’ve recently published a new video that shows how you can create...
  • Blog Post: Increasing CRM Adoption with Inline Reporting

    Last week at Convergence I lead a session on reporting for Microsoft Dynamics CRM. At that session I’d promised to provide some more details on how you can embed SQL Server Reporting Services reports into your CRM forms. This technique improves adoption of CRM by adding context to forms and by providing...
  • Blog Post: Driving better data habits in Microsoft Dynamics CRM through scoring

    Good data in a CRM system is critical to its ongoing success and usefulness to a business. Months or even years after you have successfully deployed the system, the real measure of its success is how much the system is being used and the value being returned by the system such as better insight into...
  • Blog Post: Using Microsoft SQL Reporting Services with Microsoft CRM Online

    Microsoft CRM Online has a built in reporting wizard that allows you to create reports online without any other tools. These reports are persisted in the CRM Online application. This allows you to create reports without any detail knowledge of the report architecture. This is very convenient for users...
  • Blog Post: Data Integration – a Reporting Approach

    Our guest blogger today is CRM MVP David Jennaway , the technical director of Excitation Ltd , a Microsoft Gold Partner in the UK that specializes in delivering Microsoft Dynamics CRM solutions. This post originated with a conversation I was having with a potential customer who was considering buying...
  • Blog Post: Creating Report Subscriptions in Microsoft Dynamics CRM 4

    How to Create a Microsoft Dynamics CRM 4 Report Subscription in less than 15 minutes Our guest blogger today is CRM MVP Donna Edwards who blogs regularly here . I frequently respond to questions about creating Report Subscriptions in Dynamics CRM 4 (on premise version) so I thought it would be helpful...
  • Blog Post: CRM Online: Reporting Options

    Today’s guest blogger, CRM MVP Frank Lee , describes reporting options available for Microsoft Dynamics CRM Online. Microsoft Dynamics CRM Online is a fantastic CRM platform for most small medium businesses (SMB) - it is so easy and inexpensive to get started.  However, one area of challenge for...
  • Blog Post: Including External Data in Microsoft Dynamics CRM 4.0 Reports

    CRM MVP Joel Lindstrom, a Solutions Consultant for CustomerEffective , blogs about BI solutions. So you want to create a report that references data from another database.  Perhaps you want to correlate your CRM data with your ERP data to see how CRM activities are affecting your orders in financials...
  • Blog Post: Use Shared Data Source for custom Microsoft Dynamics CRM reports

    Meet guest blogger Jim Wang, Microsoft Dynamics CRM MVP. He is a technical consultant working for 2B.net , an UK based consulting company. He has been working on Microsoft Dynamics CRM since version 1.2. Recently I have been asked to modify some reports. In my current project we have 4 environments ...
  • Blog Post: How it Works: SQL Server Reporting Services and Dynamics CRM

    At Tech-Ed Developer in Orlando a few weeks back I lead an interactive session on CRM and Business Intelligence. The session was open to any CRM and BI topic so I expected a lot of hard questions about data mining and the like but the topic of greatest interest turned out to be the CRM and SQL Server...
  • Blog Post: Categorizing and Displaying Reports in Different Languages

    Microsoft Dynamics CRM includes a number of ready-to-use business reports and provides the capability for creating custom reports. In Microsoft Dynamics CRM 3.0, you could manage the reports only by using the Microsoft Dynamics CRM Web application. In Microsoft Dynamics CRM 4.0, you can manage the reports...
  • Blog Post: Report on Processes Not Just Data

    You didn’t want to write code to get insight into your business? Alright, that’s fair. Check out CRM 4.0 because the CRM investment will really pay off - business users can now build their own reports with the report building wizard. Since it’s a wizard there may be an assumption that there’s no explanation...
  • Blog Post: Customizing Report Templates

    Most users who run our out-of-the-box reports realize at some point that these generic reports aren’t always a perfect fit for their business needs. The task of developing reports which are useful by all Microsoft Dynamic CRM users is nearly impossible, so we have to make some assumptions to get a “best...
  • Blog Post: MSCRM Client Diagnostics- End User Diagnostics Report

    In the previous blog, Introducing MSCRM Client Diagnostics, http://blogs.msdn.com/crm/archive/2008/01/22/introducing-mscrm-client-diagnostics.aspx , one of the items we discussed was the Xml file that can be generated from the End User Mode after the diagnostics tests have been completed. The Xml file...
  • Blog Post: Writing Reports to display in IFrames and from ISV.Config

    A CRM MVP, our guest blogger David Jennaway is the technical director at Excitation . Excitation is a Microsoft Gold Partner in the UK that specializes in delivering Microsoft Dynamics CRM solutions . He has generously placed all the code for this post on CodePlex.com . With pre-filtering, CRM offers...
  • Blog Post: Dundas Controls in SQL Server Katmai

    I heard about this a while back but had to keep my mouth shut about it. It now looks like the Cat is officially out the Bag. I’ve been a huge fan of Dundas for some time and constantly bothering our Reporting PM about the Dundas deal for some time now. Dundas are the clear leader in charts and other...
  • Blog Post: Weighted Revenue

    For some strange reason the subject of Weighted Revenue has been on my mind lately. Strange in the sense that I don’t own our Opportunity Management feature and I haven’t written an sales pipeline report in a while. Perhaps I’m having flashbacks to an earlier stage in my career where I was obsessed passionate...
  • Blog Post: Scheduling report inside CRM

    SQL Server Reporting Services has a lot of great features, but unfortunately we were only able to expose a small subset of them in CRM 3.0. One of the cooler features is the ability to generate on-demand and scheduled report snapshots. After releasing CRM 3.0 we went back and added on snapshot and scheduling...
  • Blog Post: Inside Report Prefiltering

    Microsoft Dynamics CRM 3.0 includes a report prefiltering capability. In this post I will describe the process by which prefilters are sent to SQL Server Reporting Services for execution as part of the query. It gives examples of the two methods of enabling report prefiltering when you create a new Reporting...
  • Blog Post: Creating Solutions: A Custom CRM Usage Log

    Philip Richardson has created and blogged about a solution that creates an log of CRM usage. Typically such a log is used to monitor adoption (ie. have you herded your cats into the barn?). In a series of blog posts he takes you through the process of developing the solution and the deployment package...
  • Blog Post: Sales Pipeline Report

    We used to have a long list of reports in MSCRM version 1.2. For MSCRM version 3.0 (v3), when we moved to SQL Reporting Services (SRS), many of these reports were consolidated and the number of reports that v3 shipped with was dramatically reduced. One of the reports became a consolidated version of...
  • Blog Post: SRS Reports for Displaying CRM 3.0 Outlook Client Synchronization Information

    Last month, Ilana Smith and Andrei Smertin wrote a post about the SubscriptionSyncInfo table and how this can be used to track synchronizations in the Outlook client. They mentioned that they were hoping to include a report that surfaced this information but weren’t able to include this with CRM 3.0...
  • Blog Post: Related Entity Data in Excel Spreadsheet

    The grids in Microsoft CRM 3.0 don’t have related entity information. You can’t for example look at a list of opportunities and see the account rating or account territory of the opportunity’s potential customer on the same row. With the export to dynamic Excel feature in 3.0, you can actually...
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