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CRM 2011 Summary Report on Case RRS feed

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    Hi All,

    Not posted for some time, we are still building on our usage of CRM 2011 as our IT Helpdesk and having completed customisations on the Case entity and tested extensively we have decided to expand the customisations and implement a report to take over the manual generation of a Job / Time Sheet.

    Currently we have a PDF/Word document that is manually completed containing case details, including the customer details, issue reported, actions taken and time taken to resolve the case.

    As we log everything in the case entity including creating tasks to track time and entering notes to state the resolution, we would like to have report generated once the case has been resolved that pulls all the information from the resolved case form, this should be done on a workflow if possible!

    As we send the job / time sheet to the customer we need a readable and asthetically pleasing layout.

    So my question is basically where should I start with building the report and designing the layout, I have not got much experience with designing reports in CRM, I have access to Visual Studio if it's needed.

    Could someone please point me in the right direction to creating such a report and give me some pointers if possible?

    Thanks in advance.

    David Hodgson
    Add me on Twitter and LinkedIn
    www.infinitygroup.co.uk

    Thursday, May 10, 2012 11:15 PM

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    Hi David,

    It is not that hard to create a report in Visual Studio 2008. You will be creating a custom report. So basically you will be creating a empty report solution. You can do that in Visual Studio or BIDS (business intelligence development studio). BIDS is (as a component) part of SQL Server. BIDS is scaled down Visual Studio which only shows report project templates.

    Once you create an empty solution, add a report. Create a data source to CRM 2011. Create a dataset, which will have your query (TSQL+Filtered views or Fetch XML). After creating this report, you can upload it to SSRS (reporting server) and run it. Then you can export it to PDF and send it my email to your customers. Or you can upload this report to CRM and then export and send it to customers.

    Have a look at my blogs:

    http://ashishmahajancrm.blogspot.com.au/2012/04/microsoft-dynamics-crm-2011-develop.html

    http://ashishmahajancrm.blogspot.com.au/2012/02/microsoft-dynamics-crm-2011-ssrs-multi.html (this one will show you the way to create SSRS charts in visual studio).

    The above 2 should be enough to start you. Good luck!

    I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful.

    Ashish Mahajan, CRM Developer, CSG (Melbourne)
    My Personal Website: http://www.ashishmahajan.com
    My Blogs: http://ashishmahajancrm.blogspot.com.au and http://ashishmahajancrm.wordpress.com
    My Youtube Channel: http://www.youtube.com/user/ashishmahajanmscrm

    My Linkedin: View Ashish Mahajan's profile on LinkedIn
    My Twitter: https://twitter.com/#!/ashishmahajan74

    Thursday, May 10, 2012 11:42 PM

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    Hi David,

    It is not that hard to create a report in Visual Studio 2008. You will be creating a custom report. So basically you will be creating a empty report solution. You can do that in Visual Studio or BIDS (business intelligence development studio). BIDS is (as a component) part of SQL Server. BIDS is scaled down Visual Studio which only shows report project templates.

    Once you create an empty solution, add a report. Create a data source to CRM 2011. Create a dataset, which will have your query (TSQL+Filtered views or Fetch XML). After creating this report, you can upload it to SSRS (reporting server) and run it. Then you can export it to PDF and send it my email to your customers. Or you can upload this report to CRM and then export and send it to customers.

    Have a look at my blogs:

    http://ashishmahajancrm.blogspot.com.au/2012/04/microsoft-dynamics-crm-2011-develop.html

    http://ashishmahajancrm.blogspot.com.au/2012/02/microsoft-dynamics-crm-2011-ssrs-multi.html (this one will show you the way to create SSRS charts in visual studio).

    The above 2 should be enough to start you. Good luck!

    I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful.

    Ashish Mahajan, CRM Developer, CSG (Melbourne)
    My Personal Website: http://www.ashishmahajan.com
    My Blogs: http://ashishmahajancrm.blogspot.com.au and http://ashishmahajancrm.wordpress.com
    My Youtube Channel: http://www.youtube.com/user/ashishmahajanmscrm

    My Linkedin: View Ashish Mahajan's profile on LinkedIn
    My Twitter: https://twitter.com/#!/ashishmahajan74

    Thursday, May 10, 2012 11:42 PM
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    Hi Ashish,

    Thank you for the information, I will take a look at the blogs you posted and let you know how I get on.

    Regards

    David Hodgson
    Add me on Twitter and LinkedIn
    www.infinitygroup.co.uk

    Saturday, May 12, 2012 8:57 AM
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    Hi Ashish,

    Thank you again for your help, I have been able to build the report I need very quickly, a little bit of tweaking and I will have it presentable as well.

    One question I do have is that at the moment when I want to run the report I can only run it against all records however I need to run it against selected records, how do I go about doing this?

    Regards

    David Hodgson
    Add me on Twitter and LinkedIn
    www.infinitygroup.co.uk

    Saturday, May 12, 2012 6:43 PM
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    Hi David,

    How are you trying build the report, can you please let me know? Is it through CRM step by step wizard or Visual studio.

    In both cases you should be able to select fields you want. A report can be run against only the fields you want.

    I hope this helps. If my responses answered your question, please mark all the responses as an answer and also vote as helpful.

    Ashish Mahajan, CRM Developer, CSG (Melbourne)
    My Personal Website: http://www.ashishmahajan.com
    My Blogs: http://ashishmahajancrm.blogspot.com.au and http://ashishmahajancrm.wordpress.com
    My Youtube Channel: http://www.youtube.com/user/ashishmahajanmscrm

    My Linkedin: View Ashish Mahajan's profile on LinkedIn
    My Twitter: https://twitter.com/#!/ashishmahajan74

    Sunday, May 13, 2012 12:01 AM
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    Hi David,

    If you created the report using Visual Studio, you just have to add an attribute to the entity node in the fetch XML. Here is an example -

    <...>
<entity name="case" enableprefiltering="1">
<...>

    Let me know if that works for you.

    Cheers!

    Rahul Agarwal

    Sunday, May 13, 2012 4:49 AM
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    Hi Rahul,

    Not quite, I had to use...

    <entity name="incident" enableprefiltering="true" prefilterparametername="incidentfilter">

    I was then able to run the report against an individual record.

    Thanks.

    David Hodgson
    Add me on Twitter and LinkedIn
    www.infinitygroup.co.uk

    Sunday, May 13, 2012 8:52 AM