Reporting in Microsoft Dynamics CRM 2011

Course details

Students will gain the information to better understand reporting methods along with more advanced reporting features of Microsoft Dynamics CRM 2011.

Course Outline

1 - INTRODUCTION TO REPORTING TOOLS IN MICROSOFT DYNAMICS CRM 2011

• Useful Background Knowledge and Skills
• Reporting Development Studio
• Reporting Tools and Possibilities
• Test Your Knowledge
• Solutions

2 - VISUALIZATION

• Resources
• Creating Basic Charts
• Exporting Charts
• Importing Charts
• Modifying and Exporting Chart XML
• Lab : Creating Basic Charts
• Lab : Modifying Chart XML

3 - INTRODUCTION TO REPORTING BASICS

• Report Development Process
• Types of Reports in Microsoft Dynamics CRM 2011
• Default Reports
• The Report Wizard
• Lab : Reports

4 - BUSINESS INTELLIGENCE DEVELOPMENT STUDIO AND SQL REPORTS

• Background Knowledge Required and Available Resources
• Filtered Views
• Creating a Basic SSRS Report
• SSRS Data Regions
• Parameters
• Pre-Filtering
• Lab : Basic BIDS Report
• Lab : BIDS Report
• Lab : BIDS Report

5 - TCH-BASED REPORTING

• What is FetchXML?
• Authoring of Fetch-Based Custom Reports
• Introduction of FetchXML
• Introduction of Expressions and Collections
• Lab : Creating a Fetch-based Custom Report
• Lab : FetchXML

Target Audience: This course is intended for Microsoft Dynamics CRM System IT Professionals. The course will also introduce topics and functionality important for developers, but will not cover these topics in depth.