Generate Reports In No Time With Microsoft Dynamic Crm

Generate Reports In No Time With Microsoft Dynamic Crm



You can generate database reports quickly and​ easily with special features of​ Microsoft Dynamic CRM software. the​ reports can quickly be written and​ added to​ Microsoft Dynamic CRM. You need to​ first make sure that you have all of​ the​ required collateral software, such as​ MS SQL Server 2003 or​ 2018. Consult your manual to​ make sure you have all that you need for​ generating Microsoft Dynamic CRM reports.

You probably do have it​ all, so let’s assume that you do. to​ prepare a​ report’s generation, first keep in​ mind that you want to​ use filtered views, not tables. That is, when you select the​ data source for​ your report, use the​ filtered views that are in​ the​ Microsoft Dynamic CRM database instead of​ the​ database tables. the​ reason for​ this is​ that filtered views are more secure and​ they are more efficient. Each individual’s Microsoft CRM security roles determine which of​ the​ records are returned by a​ query to​ a​ filtered view. Thus, reports that are based on filtered views only show users the​ records that they have permission to​ view.

Next, make the​ report prefilterable. When you write a​ report, you can set it​ up so that it​ has a​ default filter for​ each individual user to​ be able to​ edit before generating the​ report. This is​ known as​ making the​ report “prefilterable”. Making reports this way gives you a​ couple of​ advantages. for​ one thing, the​ user can edit the​ filter to​ find the​ precise he needs right away without multiple guessing efforts. and​ for​ another thing, the​ default filter stops users from accidentally generating the​ report based on all records.

In order to​ make a​ report “prefilterable” in​ Microsoft Dynamic CRM, you need to​ specify the​ prefix CRMAF_prefix in​ your SQL query when you are writing up your report in​ the​ Report Designer. Adding this prefix causes Microsoft CRM to​ add a​ default filter to​ the​ report. for​ every filtered view having this prefix in​ the​ query, users are able to​ edit the​ filter criteria. Criteria related to​ accounts can be edited but not criteria related to​ contacts.

And finally, make the​ report context-sensitive. There are three different areas from which to​ generate reports in​ Microsoft Dynamic CRM. One is​ from the​ Reports area, as​ part of​ the​ list of​ all reports. a​ second is​ from an​ “entity” list page like a​ Leads page for​ example, or​ from any Advanced Find view of​ the​ Leads. in​ this mode, users can select to​ generate reports based on selected records, all applicable records, or​ all records in​ the​ current view. and​ finally, there is​ the​ option of​ generating the​ report from an​ individual record, which is​ run on the​ current (viewed) record.




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