Microsoft Dynamics CRM Course page 

Microsoft MOC 80445 – Reporting in Microsoft Dynamics CRM 2011

Course Description

Course Description

This one-day instructor-led course, Reporting in Microsoft Dynamics CRM 2011, provides students the information to better understand reporting methods along with more advanced reporting features of Microsoft Dynamics CRM 2011.

Who Should Attend

This course is intended for Microsoft Dynamics CRM System IT Professionals. The course will also introduce topics and functionality important for developers, but will not cover these topics in depth.

Course Outline

Module 1: Introduction to Reporting Tools in Microsoft Dynamics CRM 2011

There are many reasons for reporting in Microsoft Dynamics CRM 2011.

Lessons

  • Useful Background Knowledge and Skills
  • Reporting Development Studio
  • Reporting Tools and Possibilities
  • Test Your Knowledge
  • Solutions

Module 2: Visualization

There are many ways to view, understand and place data into perspective when it is compared with other data. Reports are used to view and record the details, and charts are used by consumers of the data to quickly view a snapshot of the information.

Lessons

  • Resources
  • Creating Basic Charts
  • Exporting Charts
  • Importing Charts
  • Modifying and Exporting Chart XML

Module 3: Introduction to Reporting Basics

Microsoft Dynamics CRM includes a number of reports that provide useful business information. These reports are based on Microsoft SQL Server Reporting Services, and provide many of the same set of features that are available for the Microsoft SQL Server Reporting Services reports.

Lessons

  • Report Development Process
  • Types of Reports in Microsoft Dynamics CRM 2011
  • Default Reports
  • The Report Wizard

Module 4: Business Intelligence Development Studio and SQL Reports

Business Intelligence Development Studio (BIDS) is the primary tool used to create or modify SQL Server Reporting Services (SSRS) reports. The end result of an SSRS report is an .rdl file that contains the report definition imported into Microsoft Dynamics CRM to view reports.

Lessons

  • Background Knowledge Required and Available Resources
  • Filtered Views
  • Creating a Basic SSRS Report
  • SSRS Data Regions
  • Parameters
  • Pre-Filtering

Module 5: Fetch-Based Reporting

Creating Fetch XML-based reports is similar to creating SQL-based reports. Data regions, data visualizations, and report formatting are applicable to FetchXML-based reports regardless of the querying technique

Lessons

  • What is FetchXML?
  • Authoring of Fetch-Based Custom Reports
  • Introduction of FetchXML
  • Introduction of Expressions and Collections

Labs

Lab: Creating Basic Charts
Lab: Modifying Chart XML
Lab: Reports
Lab: Basic BIDS Report
Lab: BIDS Report
Lab: Creating a Fetch-based Custom Report
Lab: FetchXML

What You’ll Learn

  • Understand basic reporting functionality available in Microsoft Dynamics CRM 2011
  • Understand various methods to create and modify charts in Microsoft Dynamics CRM 2011
  • Gain familiarity with common reports available in Microsoft Dynamics CRM 2011
  • Develop basic understanding of SRS as it pertains to Microsoft Dynamics CRM 2011
Name Company Topic
Send