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Tuesday, September 22, 2009 8:26 AM

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
Posted by crmblog | 3 Comments
Wednesday, August 05, 2009 7:52 AM

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
Posted by crmblog | 22 Comments
Wednesday, June 17, 2009 9:56 AM

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
Posted by crmblog | 1 Comments
Thursday, June 11, 2009 10:51 AM

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
Posted by crmblog | 5 Comments
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Wednesday, December 03, 2008 9:04 AM

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.
Posted by crmblog | 2 Comments
Friday, July 18, 2008 10:14 AM

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
Posted by crmblog | 7 Comments
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Monday, July 07, 2008 8:03 AM

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
Posted by crmblog | 1 Comments
Monday, June 16, 2008 10:57 AM

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
Posted by crmblog | 3 Comments
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Thursday, March 20, 2008 9:37 AM

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,
Posted by crmblog | 5 Comments
Monday, February 04, 2008 9:22 AM

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
Posted by crmblog | 2 Comments
Thursday, October 04, 2007 8:34 AM

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
Posted by crmblog | 4 Comments
Wednesday, June 06, 2007 6:53 AM

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.
Posted by crmblog | 1 Comments
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Thursday, April 19, 2007 12:45 PM

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
Posted by crmblog | 2 Comments
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Thursday, April 12, 2007 8:28 AM

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
Posted by crmblog | 3 Comments
Tuesday, January 30, 2007 8:04 AM

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
Posted by crmblog | 8 Comments
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