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Improving Your Business Insight with Microsoft Dynamics CRM 2011

Improving Your Business Insight with Microsoft Dynamics CRM 2011. Welcome to DayONE. Who is CRMUG? The largest, independent user group for users of Microsoft Dynamics CRM Why should I be a Member? 200+ educational events annually Peer to peer networking Regional Chapters

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Improving Your Business Insight with Microsoft Dynamics CRM 2011

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  1. Improving Your Business Insight with Microsoft Dynamics CRM 2011

  2. Welcome to DayONE • Who is CRMUG? • The largest, independent user group for users of Microsoft Dynamics CRM • Why should I be a Member? • 200+ educational events annually • Peer to peer networking • Regional Chapters • Regular Conduits with Microsoft • Annual User Conference – CRMUG Summit

  3. Agenda • Introduction • Business Insight with Advanced Find and Excel • Inline Charts and Dashboards • SQL Reporting Services Reports • SQL-Based SSRS Reports • Fetch-Based SSRS Reports • Interactive Discussion

  4. Your speakers • Scott Sewell scott.sewell@customereffective.com • Ivan Kurtev ikurtev@greenbeacon.com

  5. Agenda • Introduction • Business Insight with Advanced Find and Excel • Inline Charts and Dashboards • SQL Reporting Services Reports • SQL-Based SSRS Reports • Fetch-Based SSRS Reports • Interactive Discussion

  6. Advanced Find and Excel Existing Tools End-user Familiarity Pivot Tables

  7. Advanced Find and EXCEL Demonstration

  8. Agenda • Introduction • Business Insight with Advanced Find and Excel • Inline Charts and Dashboards • SQL Reporting Services Reports • SQL-Based SSRS Reports • Fetch-Based SSRS Reports • Interactive Discussion

  9. Inline Charts Contextual analytics Drill-down capability Pre-built visualizations Wizard-driven custom visualizations

  10. Charts Demonstration • Create a column chart for Sales Pipeline • Export the chart and add a 3D effect • Display a chart on a CRM Form

  11. Web Resources as Charts

  12. Dashboards Real-time data Personal or system dashboards Point-and-click creation External data integration

  13. Dashboards Demonstration • Goal Management Dashboard • Dashboard for Sales Pipeline in current fiscal period • Personalizing Dashboards • Adding SSRS Reports to a Dashboard

  14. Agenda • Introduction • Business Insight with Advanced Find and Excel • Inline Charts and Dashboards • SQL Reporting Services Reports • SQL-Based SSRS Reports • Fetch-Based SSRS Reports • Interactive Discussion

  15. Two Types of SSRS Reports in CRM 2011 • SQL Based Reports • On-Premise Only • Use Filtered Views • Fetch Based Reports • Online and On-Premise • In CRM Online SSRS reports run in Sandbox mode • Use FetchXML queries • Reporting Extensions in CRM 2011 • Fetch Data Processing Extension (Fetch DPE) • SQL Data Processing Extension (SQL DPE)

  16. Creating Custom Reports • Components required: • Business Intelligence Design Studio (BIDS) • Microsoft Dynamics CRM® Report Authoring Extension • Connect to either CRM On-Premise or Online • Allows for creating Fetch-Based Reports

  17. SQL-Based ReportsDemonstration

  18. Creating Fetch-Based Reports • Start with a Blank SSRS Report in BIDS • Data Source Type: Microsoft Dynamics CRM Fetch • Connection String: CRM Server Url • Query String: Specify a FetchXml String • Create a report in the Report Wizard and export it

  19. Tips for Creating Fetch-Based Reports • Building FetchXml • Limit resultsetwith the “count” keyword • Prefilterwith the “enableprefiltering” keyword • Specify parameters in FetchXml using “@” prefix • UNION workaround: • separate datasets with the same data source • Multiple Datasets and Multivalued Parameters

  20. Fetch-based Reports Demonstration • Fetch-Based Report of Open Opportunities

  21. Agenda • Introduction • Business Insight with Advanced Find and Excel • Inline Charts and Dashboards • SQL Reporting Services Reports • SQL-Based SSRS Reports • Fetch-Based SSRS Reports • Interactive Discussion

  22. Thanks for joining us! • Be sure to fill out session evaluations online or at designated stations • For more information: • www.CRMUG.com • programming@CRMUG.com • Janet.lampert@CRMUG.com

  23. Charts Xml Explained

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