Tuesday, April 28, 2015

Reporting Options in Microsoft Dynamics CRM

In an earlier post, I discussed the possibility that you may need fewer reports in Dynamics CRM than you might think. 

This is because Dynamics CRM offers several approaches to get data out of the system which were served by reports in a traditional database application. 


Approach
Comments
Skills Needed
Dashboards
Great way to get the big picture and combine multiple data items on one screen
End User
Advanced Find
May be saved as personal views or shared with other users
End User
Export to Excel
Starting point for further manipulation
End User
Microsoft PowerBI
Sophisticated aggregation and business intelligence
Power User
Custom Reports
Implemented with SQL Server Reporting Service (SSRS) or FetchXML (CRM Online)
Developer
Reporting Add-Ins
Use in lieu of SSRS
Power User or Development


By taking advantage of all of these approaches, you can get the most out of Dynamics CRM reporting capabilities.

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