Microsoft Dynamics CRM 2011 reporting : everything you need to know to work with reports in Dynamics CRM 2011 / / Damian Sinay

• Record Nr.: UNINA9910828244403321
• Autore: Sinay Damian
• Pubbl/distr/stampa: Birmingham, : Packt Pub., 2013
• ISBN: 1-84968-231-3
• Edizione: [1st ed.]
• Descrizione fisica: 1 online resource (308 p.)
• Disciplina: 658.8120285536
• Soggetti: Customer relations - Management - Computer programs; Customer relations - Data processing - Computer programs; Management information systems
• Lingua di pubblicazione: Inglese
• Formato: Materiale a stampa
• Livello bibliografico: Monografia
• Note generali: "Professional expertise distilled"--Cover.; Includes index.
• Nota di contenuto: Intro -- Microsoft Dynamics CRM 2011 Reporting -- Table of Contents -- Microsoft Dynamics CRM 2011 Reporting -- Credits -- About the Author -- About the Reviewers -- www.PacktPub.com -- Support files, eBooks, discount offers and more -- Why Subscribe? -- Free Access for Packt account holders -- Instant Updates on New Packt Books -- Preface -- What this book covers -- What you need for this book -- Who this book is for -- Conventions -- Reader feedback -- Customer support -- Downloading the example code -- Errata -- Piracy -- Questions -- 1. Introduction to Reporting in Microsoft Dynamics CRM -- CRM report types -- CRM report settings -- Categories -- Related Record Types -- Display in -- Languages -- SQL reporting services versions -- SQL Server databases -- Windows Service -- Report Manager website -- Report Server Web service -- Installation and configuration of Reporting Services Extensions -- Installation and configuration of Report Authoring Extension (Visual Studio development) -- Summary -- 2. Database Basics -- ERD basics -- Relationship types -- One-to-many relationships (1:N) -- Many-to-one relationships (N:1) -- Many-to-many relationships (N:N) -- SQL overview -- Select -- Update -- Delete -- Insert -- WHERE -- ORDER BY -- group by -- join -- SQL advanced -- CREATE TABLE -- DROP TABLE -- Stored procedures -- Cursors -- Transactions -- FetchXML ; overview -- Select fields -- Filters and conditions -- Order by -- Group by -- Linking to other entities -- Inner join -- Outer join -- Summary -- 3. Creating Your First Report in CRM -- Using Microsoft Dynamics CRM 2011 Report Wizard -- Using Visual Studio -- Publishing the report -- Summary -- 4. SQL Server Report Builder -- Report Builder overview -- Datasets -- Query Designer -- Creating a new report -- Table or Matrix Wizard -- Adding a logo to our report.; Advanced reports with Report Builder -- Map Wizard -- Map visualization types -- Testing the Map report -- The Report Builder's limitations -- Summary -- 5. Creating Contextual Reports -- Using Visual Studio -- Toolbox -- Expressions -- Prefilters -- Report parameters in detail -- CRM_FilterText -- CRM_FormatDate -- CRM_FormatTime -- CRM_FullName -- CRM_FilteredAccount -- CRM_URL -- CRM_CalendarType -- Data sources -- Embedded data sources -- Shared data sources -- Data sets -- Groups on data sets -- Adding columns to the report -- Hiding and showing columns -- Charts -- Drill-down and collapsible controls -- Summary -- 6. Creating Inline Reports -- Embedding reports on an entity form -- Creating a custom solution -- Creating the HTML web resource -- Implementing the report control -- Developer Toolkit -- Summary -- 7. Using Reports and Charts in Dashboard -- Showing report on a dashboard -- Exporting dashboards -- Basic charts -- Drill-down chart -- Charts editor -- Exporting charts -- Charts internals -- 3D charts -- Summary -- 8. Advance Custom Reporting and Automation -- The ASP.NET report -- Late binding -- Early binding -- CRM integration -- Silverlight reports -- MVVM -- Basic report automation -- Report scheduling -- Advanced report automation (programmatically) -- Summary -- 9. Failure Recovery and Best Practices -- Common failures in SSR authentication -- Tracing -- Enabling CRM Trace -- Using SQL Trace -- Report development best practices -- Report deployment best practices -- Improving the performance of reports -- Creating report caching -- Creating report snapshots -- Summary -- 10. Mobile Client -- New features for mobile clients -- The sales process -- The autosave feature -- SQL Server 2012 with SP1 -- Microsoft Surface -- The mobile client's considerations -- Authentication considerations -- Custom reports development considerations.; Summary -- A. Expression Snippets -- Basic expressions -- Constants -- Variables -- Advanced expressions with VBScript code -- References -- Working with control events -- Actions -- Visibility -- Interactive Sorting -- Summary -- Index.
• Sommario/riassunto: The book is a focused and step-by-step tutorial on Microsoft Dynamics CRM Reporting capabilities. It will enable Dynamics developers to create and manage reports, know what tools to use, how to use them, and where to find the data based on how it's being entered into the system with Dynamics CRM.This book is great for users and developers new to the Dynamics CRM Reports and SQL Server Reporting services, and who are looking to get a good grounding in how to use the reporting capabilities of Dynamics CRM 2011. It's assumed that you will have some experience in HTML and JavaScript already to build the advanced reports, but no previous programming experience is required to build and learn how to create some basic to intermediate reports, which will be used during the exercises within this book.