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Reporting in Microsoft CRM 4.0 RRS feed

Answers

  • Hi,

    Yes, you can use most of the reporting tools directly with Microsoft CRM database. If you use any tool other then Microsoft SQL Reporting Services then you will have some extra workload to configure and handle the reports depending upon the tool.  You will lose the functionality of prefiltering.

    I am not sure why will you go for some other tool if you have experienced SQL Reporting services 2008. They are marvelous.


    MS CRM MVP :: uMar Khan :: Microsoft CRM Consultant (Blog :: http://umarkhan.wordpress.com)
    Wednesday, June 3, 2009 9:55 AM
    Moderator
  • Hi,

    I think uMar was trying to say prefiltering. This is a functionality that allows to filter the data being used on the reports when you run them from within Dynamics CRM, it is like  run a report for only a subset of records allowing the users to define that subset through something like advanced find.

    You cannot get rid of the Report Server Pre-Requisite for the setup as far as I know. The setup needs it to deploy the out of the box reports of Microsoft Dynamics CRM. Anyway, it is a part of SQL Server and it has no additional cost.

    You could use any other reporting tool that is able of connecting to the CRM Database, which is a normal SQL Server Database. But as uMar says you will be loosing a lot of the integration and functionality provided on Microsoft Dynamics CRM Out of the Box.

    Hope it helps
    Marco Amoedo - http://marcoamoedo.com
    Wednesday, June 3, 2009 12:35 PM
    Moderator

All replies

  • If you don't want to use the build-in report overview to upload reports, yes.
    Use an IFrame to link to your web-based reporting/dashboarding application.

    Wednesday, June 3, 2009 7:28 AM
  • Hi Gagandeep

    To answer your question, I would said No.
    It is because CRM build in some default parameter that allow you to use the CRM default filtered on reports. (EG; starting with CRM_ )
    Some more you might face problem uploading reports to CRM if use others tools, except if you do IFRAME then aspx custom page. :P

    regards,
    Toong Yang

    http://eastoceantechnical.blogspot.com/
    Wednesday, June 3, 2009 9:30 AM
  • Hi,

    Yes, you can use most of the reporting tools directly with Microsoft CRM database. If you use any tool other then Microsoft SQL Reporting Services then you will have some extra workload to configure and handle the reports depending upon the tool.  You will lose the functionality of prefiltering.

    I am not sure why will you go for some other tool if you have experienced SQL Reporting services 2008. They are marvelous.


    MS CRM MVP :: uMar Khan :: Microsoft CRM Consultant (Blog :: http://umarkhan.wordpress.com)
    Wednesday, June 3, 2009 9:55 AM
    Moderator
  • Hi uMar,

    What is profiteering? I din't get that part of the reply.
    Also let me know how do we avoid/skip entering the report server URL during CRM installation (since that is mandatory pre-requisite) if we want to use another reporting tool?
    Best Regards,
    Gagandeep Singh
    http://mscrmnovice.blogspot.com
    Wednesday, June 3, 2009 10:07 AM
  • Hi,

    I think uMar was trying to say prefiltering. This is a functionality that allows to filter the data being used on the reports when you run them from within Dynamics CRM, it is like  run a report for only a subset of records allowing the users to define that subset through something like advanced find.

    You cannot get rid of the Report Server Pre-Requisite for the setup as far as I know. The setup needs it to deploy the out of the box reports of Microsoft Dynamics CRM. Anyway, it is a part of SQL Server and it has no additional cost.

    You could use any other reporting tool that is able of connecting to the CRM Database, which is a normal SQL Server Database. But as uMar says you will be loosing a lot of the integration and functionality provided on Microsoft Dynamics CRM Out of the Box.

    Hope it helps
    Marco Amoedo - http://marcoamoedo.com
    Wednesday, June 3, 2009 12:35 PM
    Moderator
  • My reply is exactly what Macro said.
    MS CRM MVP :: uMar Khan :: Microsoft CRM Consultant (Blog :: http://umarkhan.wordpress.com)
    Wednesday, June 3, 2009 1:10 PM
    Moderator
  • The default reporting tool for CRM is SRS and let's face it, the price is right.

    However, if you want to use a tool like, say Crystal Reports, that's OK. You can access all the CRM data through views on the SQL database. These views maintain the security of the data so there is no risk of a user seeing something they shouldn't.

    Basically when you add the new report to CRM, you specify its a file and browse to where the, in this case, Crystal file is. HOWEVER, you will need some kind of rendering engine on the client side. If you're using the Crystal web service to provide the reports, you can define the new report via the URL of the report, no rendering engine required.

    This ability to make any file or any web page a report is a really under-utilised feature of CRM. A trick I often employ with smaller clients is to generate a dynamic Excel 'report' and then link it through the reports engine. It might not be as pretty as an SRS but it provides everything a client needs and is readily available. Similarly, if you want to mail merge in ways that standard CRM mail merge does not allow, you can create a mail merge outside of CRM linking to the filtered views and then add it in through this method. You'll lose the ability to automatically add attachments of the merge to your records, but you'll gain the ability to merge to ANY email field in the system, for example. you can also use the reports function to provide information which needs to be readily available i.e. call scripts, product information etc. You could add this to the Sales Literature section but sometimes its just a few too many clicks away.

    Leon Tribe
    Want to hear me talk about all things CRM? Check out my blog
    • Proposed as answer by Leon TribeMVP Wednesday, June 3, 2009 5:45 PM
    Wednesday, June 3, 2009 5:45 PM