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Business Analyzer for Microsoft Dynamics® SL: use, deploy and createTimothy JonesBoyer & Associates

• Dashboard for business decision makersWhat is Business Analyzer?

• Consumes SQL Server Reporting Services Reports

• Can collaborate through Microsoft Lync®

• Deploys independent of the Microsoft Dynamics SL rich client• Separate installation• Beyond the BackOffice

What is Business Analyzer (continued)?

• Business Analyzer Utility• RoleTailored display of reports• Microsoft Lync collaboration• Leverage Report Server

• Quick Query report generation• New SSRS Reports and KPIs• Microsoft Dynamics SL Protocol (URL execution of

Dynamics SL)• Parent Navigation • Home page enhancements

Business Analyzer feature components

AcronymsBA Business Analyzer

SSRS SQL Server Reporting Services

RDL Report Definition Language Markup language used to develop SSRS Reports

KPI Key Performance Indicator Limited data, typically presents a quick view of data making the user aware of positive or negative status

Business Analyzer

User Interface Demo

• Dependencies• .NET 4.0 • SQL Server 2008 R2 or later required• SQL Reporting Services (server)• Microsoft Lync 2010• Microsoft Dynamics SL 2011 FP1 database• Windows Authentication

Business Analyzer

• Installation and deployment• Report Server Configuration utility• Deploys reports• Import/Export reports• Separate installation for Business Analyzer• Client Configuration utility• Silent installs

Business Analyzer

• Existing Microsoft Dynamics SL Screen Changes:• Group Maintenance • Add Role checkbox• Access Right Maintenance• SSRS Report Server type added (RS)• Synchronize Roles process• Database Maintenance• Synchronize Roles added to Synchronize update option• Quick Query• Added Report Generation Wizard

Business Analyzer

• Quick Query report generation• Requires Administrator privileges to generate reports

(RSDEV00)• Requires Administrator privileges to upload reports

(RSDEPLO) and if local elevated UAC settings• Report Editor• SDK guide to build reports that work with Microsoft Dynamics

SL• Requires Site Settings for user set to System User

How to generate reports

To build a KPI for Business Analyzer, consider the following: • Determine the final KPI that you plan to develop to

support a specific need. • Determine which roles within a company will use the

KPI. • Choose a quick query that supports the details of the

KPI or create a query that does contain the needed information.

• Create the Detail report and the Summary report. • Create the KPI by using SSRS Report Builder,

consuming the same SQL View that the summary and detail reports used, if possible

How to generate reports

• Installation, licensing, etc.Questions?