This document discusses reporting and dashboards in Microsoft Dynamics CRM Online using SQL Server Reporting Services (SSRS). It covers out of the box reporting, custom reports created in Visual Studio using Report Definition Language (RDL) files, features of SSRS reports including parameters, drill through functionality, and presentation formats. It also discusses charts and dashboards in CRM, how to create custom charts, and features of dashboards like combining different entity data, embedding reports, and customizing the layout.

1. BI Reporting For Dynamics CRM Online
Technical Deep Dive Session 1:
SSRS and CRM Dashboards

2. Agenda
1. Introduction
2. Out of Box Reporting
3. Custom Reports
4. Features
5. CRM Charts and Dashboards
6. Customizations and Features

3. Introduction
SQL Server Reporting Services is an extensible platform for creating
interactive, tabular and graphical reports.
SSRS reports are defined in Report Definition Language (RDL)
• XML representation of a SQL Server Reporting Services report definition
• Contains data retrieval and layout information for a report

4. Out of Box Reporting
CRM data can be viewed by searching the entities and applying criteria for
fetching desired results.
RDL files can be created in either of the following two ways:
 Using the Report Wizard
 Using Visual Studio

5. Report Wizard

6. Custom Reports using Visual Studio
Benefits:
• RDL component is reduced to graphic icons
• Drag-and-drop icons for most aspects of the report
• Options available for formatting and designing
Requirements:
• CRM Report Authoring Extension
• Fetch xml query (download from advanced find in CRM Online)
Once you have your RDL file built, upload it to CRM using the CRM interface.

7. SSRS Reports Capabilities
Parameters
Pre calculated
Pre filtering
CRM View

8. SSRS Reports Capabilities
Hyperlink
Drill through
Record in CRM

9. SSRS Features
• Integrated within Dynamics CRM
• Fetches real time data
• Easy to regenerate reports, no need to save file
• Best used to standardize detailed reports
• Tabular, matrix, chart, and free-form report layouts
• Aggregations- aggregate and summarize data using expressions
• Drill through reports and interactivity by providing links to sub reports
• Use parameters to filter data for customized views.
• Presentation formats include HTML,PDF, XML, CSV, Word, Excel

10. CRM Charts and Dashboards

11. CRM Charts
• Graphical view of business data
• Also known as visualization in Microsoft Dynamics CRM
• Attached to an entity in Microsoft Dynamics CRM
• One visualization can be displayed at a time along-side a grid
• Multiple visualizations can be viewed at once by using a dashboard
• Derived from System.Web.UI.DataVisualization.Charting Namespace

12. Custom Charts
1. Multi-series Charts
2. Axis Modification
3. Changing Color Palettes
4. 3D Charts
5. Sorting

13. Features
• Easily drill down
• Present multi-series charts
• Customize by pie, bar, line, funnel charts and more
• Save personal charts that you create and share with others

14. Dashboards
• Dashboards collect your organization’s most important information in
one place
• We can use a dashboard to gain insight in real time
• Components of a Dashboards:
• Chart
• List / Grid
• iFrame
• Web resource

15. Summary
• Combine data from different entities
• Set default dashboards to display
• Embed reports inside dashboards using iFrame
• Customize width & height of each component
• Share dashboards with other users
• Mobile dashboards

16. CRM 2015 Release Preview Guide:
http://go.microsoft.com/fwlink/?LinkID=511975&clcid=0x409
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