BI Reporting For Dynamics CRM Online Technical Deep Dive Session 1:

SSRS and CRM Dashboards

Agenda

1. Introduction

2. Out of Box Reporting

3. Custom Reports

4. Features

5. CRM Charts and Dashboards

6. Customizations and Features

Introduction

SQL Server Reporting Services is an extensible platform for creating interactive, tabular and graphical reports.

SSRS reports are defined in Report Definition Language (RDL) • XML representation of a SQL Server Reporting Services report definition• Contains data retrieval and layout information for a report

Out of Box Reporting

CRM data can be viewed by searching the entities and applying criteria for fetching desired results.

RDL files can be created in either of the following two ways: Using the Report Wizard Using Visual Studio

Report Wizard

Custom Reports using Visual Studio

Benefits:• RDL component is reduced to graphic icons • Drag-and-drop icons for most aspects of the report• Options available for formatting and designing

Requirements:• CRM Report Authoring Extension• Fetch xml query (download from advanced find in CRM Online)

Once you have your RDL file built, upload it to CRM using the CRM interface.

SSRS Reports Capabilities

Parameters

Pre calculated

Pre filtering

CRM View

SSRS Reports Capabilities

Hyperlink

Drill through

Record in CRM

SSRS Features

• Integrated within Dynamics CRM• Fetches real time data• Easy to regenerate reports, no need to save file• Best used to standardize detailed reports• Tabular, matrix, chart, and free-form report layouts• Aggregations- aggregate and summarize data using expressions• Drill through reports and interactivity by providing links to sub reports• Use parameters to filter data for customized views.• Presentation formats include HTML,PDF, XML, CSV, Word, Excel

CRM Charts and Dashboards

CRM Charts

• Graphical view of business data• Also known as visualization in Microsoft Dynamics CRM• Attached to an entity in Microsoft Dynamics CRM• One visualization can be displayed at a time along-side a grid• Multiple visualizations can be viewed at once by using a dashboard• Derived from System.Web.UI.DataVisualization.Charting Namespace

Custom Charts

1. Multi-series Charts

2. Axis Modification

3. Changing Color Palettes

4. 3D Charts

5. Sorting

Features

• Easily drill down• Present multi-series charts• Customize by pie, bar, line, funnel charts and more• Save personal charts that you create and share with others

Dashboards

• Dashboards collect your organization’s most important information in one place• We can use a dashboard to gain insight in real time• Components of a Dashboards:• Chart• List / Grid• iFrame• Web resource

Summary

• Combine data from different entities• Set default dashboards to display• Embed reports inside dashboards using iFrame• Customize width & height of each component • Share dashboards with other users • Mobile dashboards

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Q & A