Dynamics CRMReporting & Dashboards    Extending the Power of CRM    Mike Hammons – Director, Solution Architects          ...
Presenters:         Marketing Manager         Director, Solution Architects              October 19, 2011 | Copyright © 20...
Agenda:•   Reports & Dashboards•   Challenges•   What’s Available•   Q&A•   Announcements              October 19, 2011 | ...
Infinity Info SystemsWHY REPORTING & DASHBOARDS                    October 19, 2011 | Copyright © 2011 Infinity Info Systems
Dashboards                             vs.                   Traditional ReportingDashboardsAnalytics                     ...
Challenges                 •         CRM Online                 •         Database Driven                 •         View O...
Infinity Info SystemsREPORTS                    October 19, 2011 | Copyright © 2011 Infinity Info Systems
Reports in Dynamics CRM 2011Similar to the Microsoft Dynamics CRM 4.0 Data Connector forMicrosoft ® SQL Server ® Reporting...
Reporting Extensions• Upgrade of Reports  – The Dataconnector in Microsoft Dynamics CRM 4.0    needs to be uninstalled and...
Reporting Extensions• Out of Box Reports in Dynamics CRM Online  – SQL-based  – Embedded code moved to custom assemblies  ...
Excel Reports & Dashboards• One of the most powerful and under-utilized  reporting options in Dynamics CRM is  exporting t...
Excel Reporting Tip  • Write SQL queries against CRM without all that    fiddling around in Visual Studio.  • The use of E...
Let’s Try it • On the Excel Data tab click Properties • Click the Definition tab • In the command text field, add a new fi...
Infinity Info SystemsCUSTOM REPORTS                    October 19, 2011 | Copyright © 2011 Infinity Info Systems
Custom Reports  – Business Intelligence Development Studio (BIDS)     • Authoring environment     • WYSIWYG editing     • ...
Getting started with Fetch XML• What to do if you are not familiar with Fetch  XML  – Build your query with Advanced Find ...
Using Advanced Find• Create a new Advanced Find query to pull the  records you need and then download the Fetch  XML:     ...
Using Report Wizard• Create a base report with the Report Wizard. Mark the  new report and then choose Edit. Now from the ...
Using BIDS and Fetch XML• Requirements to use Fetch XML in BIDS• Microsoft Dynamics CRM 2011 Report Authoring Extension: –...
Using BIDS and Fetch XML• Requirements to use Fetch XML in BIDS• If using IFD then use your  https://dev.<yourdomain>.com:...
Accessing Non CRM Data• Joining data from CRM to external data where the report is  run from CRM.• Run report directly fro...
How can reports be moved betweendeployments• Reports in Solutions  – Export and Import Solutions  – Adding Reports to a So...
Infinity Info SystemsDASHBOARDS                    October 19, 2011 | Copyright © 2011 Infinity Info Systems
Dashboards in Dynamics CRM 2011               •         Integral Part of CRM               •         Easy to Create/Share ...
Benefits & LimitationsBenefits:• Dashboards are simple to create• Create powerful dashboards in a short time• Reduced cost...
Dashboard Example          October 19, 2011 | Copyright © 2011 Infinity Info Systems
Infinity Info Systems3RD PARTY OPTIONS                    October 19, 2011 | Copyright © 2011 Infinity Info Systems
Additional Options• Reporting Services    – Within MS CRM    – Reporting Services Portal    – SharePoint Integrated Mode• ...
Reporting Services (SharePoint Integrated) • Integrated into corporate reporting strategy • Unlocks the power of SharePoin...
Emailing Reports•   Schedule the report•   Run it•   Go to Report Server http://servername/reports•   Go to CustomReports•...
Analysis Services • OLAP Structure - Cubes • Powerful Analytics, allows the user to ask the next   question and get an ans...
SharePoint/Performance Point• Combine data from CRM, ERP and other sources into  one UI• Allows multiple reporting types t...
Excel Services • Excel is a widely used and understood tool • Can be connected to live data • Provides user with a   famil...
Microsoft PowerPivot• Data analysis add-in for Excel 2010• Gives users the power to create compelling self-  service BI so...
What is PowerPivot• Microsoft PowerPivot for Excel is a data  analysis add-in for Excel 2010• PowerPivot gives users the p...
Infinity Info SystemsQ&A                    October 19, 2011 | Copyright © 2011 Infinity Info Systems
Microsoft Dynamics CRM: Ask The Expertshttps://www1.gotomeeting.com/register/922335833Join Infinity and ask our panel of e...
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Microsoft Dynamics CRM: Reporting and Dashboards

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  • Opportunity.0.actualvalue as ‘Actual Value’,
  • Custom ReportsBusiness Intelligence Development Studio (BIDS) is used to create custom reports outside of CRM. Same as CRM 4.0.If you want to create Fetch based reports outside of CRM in (BIDS) you need to install the Microsoft Dynamics CRM Report Authoring Extension. This allows your BIDS install to use the fetch connection and connect to the CRM server.
  • Advanced Find allows you to export the query in Fetch XMLReport Wizard also uses Fetch XML so you can create a base report, download the report and save the rdl file then import it into BIDS to modify the query, add graphics or change formatting. Once you are done with the changes in BIDS then import the report back into CRM 2011.
  • Save the rdl file so you can import into BIDS.
  • Reports can be added into a solution.Limitation if solution contains SSRS 2008 R2 reports importing the solution into an org that is on SSRS 2008 will fail.SQL based reports will not be able to be uploaded to CRM Online.
  • If data is in a separate SQL database you will need to ensure there are Select permissions on that table for the CRMReaderRole and for your ReportingGroup if you want to run the report from CRM.You can also upload and run your custom SQL based reports directly from Report Manager. This would require the users who will run the report to have access to the SQL data.When using a custom Stored Procedure in a report you must also give the CRMReaderRole and ReportingGroup permissions to run that Stored Procedure.
  • Reports can be added into a solution.Limitation if solution contains SSRS 2008 R2 reports importing the solution into an org that is on SSRS 2008 will fail.SQL based reports will not be able to be uploaded to CRM Online.
  • Benefits:However despite developed SRS Reports being inherently more flexible over customized Charts – the sheer simplicity here gives a powerful tool capable of creating many types of dashboard and charts quickly and easilyDashboards are not anymore limited to projects that are able to afford the additional software and consultancy to maintain full developed dashboards through SharePoint or other BI tools Limitations:In these various restrictions this concept of dashboarding is not as flexible as using SharePoint integrated with SQL Reporting ServicesCRM 2011 dashboards are not capable of choice filters and other user interface components that SharePoint allows for.
  • Here is an example of dashboards in the home page of CRM 2011As you can see, it is very simple to combine data from different entities together and show it to the users according to their privileges.
  • p://ogdi.cloudapp.net/v1/dc/PurchaseOrders/
  • Microsoft Dynamics CRM: Reporting and Dashboards

    1. 1. Dynamics CRMReporting & Dashboards Extending the Power of CRM Mike Hammons – Director, Solution Architects October 19, 2011 | Copyright © 2011 Infinity Info Systems
    2. 2. Presenters: Marketing Manager Director, Solution Architects October 19, 2011 | Copyright © 2011 Infinity Info Systems
    3. 3. Agenda:• Reports & Dashboards• Challenges• What’s Available• Q&A• Announcements October 19, 2011 | Copyright © 2011 Infinity Info Systems
    4. 4. Infinity Info SystemsWHY REPORTING & DASHBOARDS October 19, 2011 | Copyright © 2011 Infinity Info Systems
    5. 5. Dashboards vs. Traditional ReportingDashboardsAnalytics Traditional Report :• Much more visual and interactive • Supports reporting with simple drills and• Typically 3-5x faster to build a DAR light charting capability solution versus a canned report with • Pre-Built canned reports Crystal • Typically printed or distributed via PDF• Charts, graphs, etc can be changed • Requires expertise and a developers by user license to make changes• Easier to access other data sources • Access to other data sources can be challenging October 19, 2011 | Copyright © 2011 Infinity Info Systems
    6. 6. Challenges • CRM Online • Database Driven • View One Entity At A Time • SSRS & SharePoint Required for BI on CRM October 19, 2011 | Copyright © 2011 Infinity Info Systems
    7. 7. Infinity Info SystemsREPORTS October 19, 2011 | Copyright © 2011 Infinity Info Systems
    8. 8. Reports in Dynamics CRM 2011Similar to the Microsoft Dynamics CRM 4.0 Data Connector forMicrosoft ® SQL Server ® Reporting ServicesTwo components • Fetch Data Processing Extension (Fetch DPE) • SQL Data Processing Extension (SQL DPE)Installation required for any of the following activities • Create a report with the Report Wizard • Use Out of Box reports • Schedule reports • Upload Custom Fetch Based Reports • Enable MUI Packs • Import organizations and create new organizations • Shared Reports October 19, 2011 | Copyright © 2011 Infinity Info Systems
    9. 9. Reporting Extensions• Upgrade of Reports – The Dataconnector in Microsoft Dynamics CRM 4.0 needs to be uninstalled and the Microsoft Dynamics CRM 2011 CRM Reporting Extensions installed – During upgrade, reports created by the Report Wizard are converted to fetch-based reports – Reports created using the wizard, but modified in Visual Studio will not be upgraded (SQL-based reports) – Out of box reports not converted October 19, 2011 | Copyright © 2011 Infinity Info Systems
    10. 10. Reporting Extensions• Out of Box Reports in Dynamics CRM Online – SQL-based – Embedded code moved to custom assemblies – Reports have the least execution privileges required to run October 19, 2011 | Copyright © 2011 Infinity Info Systems
    11. 11. Excel Reports & Dashboards• One of the most powerful and under-utilized reporting options in Dynamics CRM is exporting to Excel.• Simply go to a Filtered View and click the Export to Excel button.• Go to Opportunities, select Open Opportunities• Click Export to Excel button• Select Dynamic Pivot Table October 19, 2011 | Copyright © 2011 Infinity Info Systems
    12. 12. Excel Reporting Tip • Write SQL queries against CRM without all that fiddling around in Visual Studio. • The use of Excel for queries instead of SSRS also fits in with Microsofts aim of giving the power to configure to the end user. • There are few end users who are brave enough to tackle Visual Studio but there are plenty that will play with Excel and most companies have at least one person that can write basic SQL SELECT queries. October 19, 2011 | Copyright © 2011 Infinity Info Systems
    13. 13. Let’s Try it • On the Excel Data tab click Properties • Click the Definition tab • In the command text field, add a new field, opportunity0.actualvalue as ‘Actual Revenue’ then click OK • You should now see the field in the PivotTable list field. October 19, 2011 | Copyright © 2011 Infinity Info Systems
    14. 14. Infinity Info SystemsCUSTOM REPORTS October 19, 2011 | Copyright © 2011 Infinity Info Systems
    15. 15. Custom Reports – Business Intelligence Development Studio (BIDS) • Authoring environment • WYSIWYG editing • Formatting – SQL Based Reports • OnPremise Only • Use Filtered Views – Fetch Based Reports • Online and OnPremise • Use FetchXML queries October 19, 2011 | Copyright © 2011 Infinity Info Systems
    16. 16. Getting started with Fetch XML• What to do if you are not familiar with Fetch XML – Build your query with Advanced Find – Create a base report with the Report Wizard October 19, 2011 | Copyright © 2011 Infinity Info Systems
    17. 17. Using Advanced Find• Create a new Advanced Find query to pull the records you need and then download the Fetch XML: October 19, 2011 | Copyright © 2011 Infinity Info Systems
    18. 18. Using Report Wizard• Create a base report with the Report Wizard. Mark the new report and then choose Edit. Now from the Actions dropdown select Download Report : October 19, 2011 | Copyright © 2011 Infinity Info Systems
    19. 19. Using BIDS and Fetch XML• Requirements to use Fetch XML in BIDS• Microsoft Dynamics CRM 2011 Report Authoring Extension: – http://www.microsoft.com/download/en/details.aspx?id=13818• Choose the Microsoft Dynamics CRM Fetch type for the Embedded Connection: October 19, 2011 | Copyright © 2011 Infinity Info Systems
    20. 20. Using BIDS and Fetch XML• Requirements to use Fetch XML in BIDS• If using IFD then use your https://dev.<yourdomain>.com:<port>/;<organization name> for the connection string.• Enter the credentials for the connection:• Ensure the query is in Fetch XML syntax then try to run the query. October 19, 2011 | Copyright © 2011 Infinity Info Systems
    21. 21. Accessing Non CRM Data• Joining data from CRM to external data where the report is run from CRM.• Run report directly from Report Manager.• If the collation is different between the databases you may need to add the collation to the SQL query itself. Ex: select * from filteredaccount a inner join TWO..RM00103 b on a.accountnumber = b.custnmbr collate SQL_Latin1_General_CP1_CI_AS• Use a custom Stored Procedure.• Any custom Tables, Views or Stored Procedures should be held in an external database. It is not supported to put these in the CRM database as it will cause problems during future upgrades. October 19, 2011 | Copyright © 2011 Infinity Info Systems
    22. 22. How can reports be moved betweendeployments• Reports in Solutions – Export and Import Solutions – Adding Reports to a Solution October 19, 2011 | Copyright © 2011 Infinity Info Systems
    23. 23. Infinity Info SystemsDASHBOARDS October 19, 2011 | Copyright © 2011 Infinity Info Systems
    24. 24. Dashboards in Dynamics CRM 2011 • Integral Part of CRM • Easy to Create/Share • Inline Visualizations • Combine Data from Different Entities October 19, 2011 | Copyright © 2011 Infinity Info Systems
    25. 25. Benefits & LimitationsBenefits:• Dashboards are simple to create• Create powerful dashboards in a short time• Reduced cost, no additional software or consulting fees neededLimitations:• Dashboards in CRM are not flexible• Lack of Choice Filters October 19, 2011 | Copyright © 2011 Infinity Info Systems
    26. 26. Dashboard Example October 19, 2011 | Copyright © 2011 Infinity Info Systems
    27. 27. Infinity Info Systems3RD PARTY OPTIONS October 19, 2011 | Copyright © 2011 Infinity Info Systems
    28. 28. Additional Options• Reporting Services – Within MS CRM – Reporting Services Portal – SharePoint Integrated Mode• Analysis Services• SharePoint Dashboards• Excel Services• PerformancePoint Services• PowerPivot October 19, 2011 | Copyright © 2011 Infinity Info Systems
    29. 29. Reporting Services (SharePoint Integrated) • Integrated into corporate reporting strategy • Unlocks the power of SharePoint workflow • Allows reports to become searchable October 19, 2011 | Copyright © 2011 Infinity Info Systems
    30. 30. Emailing Reports• Schedule the report• Run it• Go to Report Server http://servername/reports• Go to CustomReports• Rt-click Subscribe• Select Email• Enter Details October 19, 2011 | Copyright © 2011 Infinity Info Systems
    31. 31. Analysis Services • OLAP Structure - Cubes • Powerful Analytics, allows the user to ask the next question and get an answer • Can combine multiple data sources with CRM data • Can be used as a data source for multiple reporting avenues – SSRS – Power Pivot – Dashboards October 19, 2011 | Copyright © 2011 Infinity Info Systems
    32. 32. SharePoint/Performance Point• Combine data from CRM, ERP and other sources into one UI• Allows multiple reporting types to be presented on one page• Interactive and actionable October 19, 2011 | Copyright © 2011 Infinity Info Systems
    33. 33. Excel Services • Excel is a widely used and understood tool • Can be connected to live data • Provides user with a familiar look and feel • Works Inside SharePoint • Ultimate flexibility from the users perspective October 19, 2011 | Copyright © 2011 Infinity Info Systems
    34. 34. Microsoft PowerPivot• Data analysis add-in for Excel 2010• Gives users the power to create compelling self- service BI solutions• Slice and Dice data in a familiar interface• User can dynamically build their own queries• “Free” http://www.powerpivot.com October 19, 2011 | Copyright © 2011 Infinity Info Systems
    35. 35. What is PowerPivot• Microsoft PowerPivot for Excel is a data analysis add-in for Excel 2010• PowerPivot gives users the power to create compelling self-service BI solutions• http://www.powerpivot.com October 19, 2011 | Copyright © 2011 Infinity Info Systems
    36. 36. Infinity Info SystemsQ&A October 19, 2011 | Copyright © 2011 Infinity Info Systems
    37. 37. Microsoft Dynamics CRM: Ask The Expertshttps://www1.gotomeeting.com/register/922335833Join Infinity and ask our panel of experts your questions on Microsoft Dynamics CRM2011. Whether you have questions about how to extend dashboards to driveproductivity in your business or you want the latest integration tips and tricks youhave come to the right place. This session will cover everything from applicationquestions, Outlook usability, Mobility, customization, deployment and training tips andtricks. We look forward to sharing the latest and greatest on Microsoft Dynamics CRM2011. This webinar is not to be missed! For more information contact: Kathleen Ferrie Marketing Manager Tel: 646.747.6398 Email: kferrie@infinityinfo.com October 19, 2011 | Copyright © 2011 Infinity Info Systems
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