More Related Content Similar to Microsoft Dynamics CRM: Reporting and Dashboards (20) More from Infinity Info Systems (11) Microsoft Dynamics CRM: Reporting and Dashboards1. Dynamics CRM
Reporting & Dashboards
Extending the Power of CRM
Mike Hammons – Director, Solution Architects
October 19, 2011 | Copyright © 2011 Infinity Info Systems
2. Presenters:
Marketing Manager
Director, Solution Architects
October 19, 2011 | Copyright © 2011 Infinity Info Systems
3. Agenda:
• Reports & Dashboards
• Challenges
• What’s Available
• Q&A
• Announcements
October 19, 2011 | Copyright © 2011 Infinity Info Systems
5. Dashboards vs. Traditional Reporting
DashboardsAnalytics 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. 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
8. Reports in Dynamics CRM 2011
Similar to the Microsoft Dynamics CRM 4.0 Data Connector for
Microsoft ® SQL Server ® Reporting Services
Two 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. 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. 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. 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. 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 Microsoft's 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. 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
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. 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. 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. 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. 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. 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. 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. How can reports be moved between
deployments
• Reports in Solutions
– Export and Import Solutions
– Adding Reports to a Solution
October 19, 2011 | Copyright © 2011 Infinity Info Systems
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. Benefits & Limitations
Benefits:
• Dashboards are simple to create
• Create powerful dashboards in a short time
• Reduced cost, no additional software or consulting fees
needed
Limitations:
• Dashboards in CRM are not flexible
• Lack of Choice Filters
October 19, 2011 | Copyright © 2011 Infinity Info Systems
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. 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. 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. 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. 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. 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. 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. 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
37. Microsoft Dynamics CRM: Ask The Experts
https://www1.gotomeeting.com/register/922335833
Join Infinity and ask our panel of experts your questions on Microsoft Dynamics CRM
2011. Whether you have questions about how to extend dashboards to drive
productivity in your business or you want the latest integration tips and tricks you
have come to the right place. This session will cover everything from application
questions, Outlook usability, Mobility, customization, deployment and training tips and
tricks. We look forward to sharing the latest and greatest on Microsoft Dynamics CRM
2011. 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
Editor's Notes 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/