roviding flexible reporting capabilities has been one of the key goals for the Microsoft Dynamics series of products. Microsoft signaled a significant shift in this regard with the launch of Microsoft Dynamics CRM 4.0. Coupled with powerful features such as advanced find, data filters and drill through, and a complete reporting infrastructure built on SQL Server 2005 Reporting Services (SSRS), Microsoft Dynamics CRM 4.0 is capable of providing a robust reporting paradigm.
Out-of-the-Box Reporting using Report Wizard
The Report Wizard lets users of Microsoft Dynamics CRM 4.0 create on-the-fly reports. Microsoft Dynamics CRM 4.0 also comes with some built-in reports that you can easily extend using the Report Wizard. You can access the built-in reports from:
- The system entities (Accounts, Contacts etc).
- The Reports section under the Workspace tab (see Figure 1).
|Figure 1. Built-in CRM Reports: You can access the built-in reports from either the system entities (Accounts, Contacts, etc.) or the Reports section under the Workspace tab as shown here.|
|What You Need
- Basic understanding of Microsoft Dynamics CRM 4.0.
- .NET Framework 3.0 concepts like Windows Communication Foundation.
- Basic understanding of Silverlight 2.0.
|Figure 2. New Report Wizard: Fill out this wizard page to create a new report.|
Creating a New Report
To create a new report select the Workspace tab on the Reports page, and then click New. The New Report dialog shows up (see Figure 2
In the New Report dialog you have the following options to create a report:
- Report Wizard report: Uses the wizard to create a report.
- Existing file: Upload an existing report created using SSRS.
- Link to a web page: Specify the URL of a custom report web page.
To create a new report using the Report Wizard, select the "Report Wizard Report" option in the Report Type dropdown as shown in Figure 2
, and then click the Report Wizard button. A series of steps guides you through the process of creating a new report or extending an existing one.