Parameterizing Fetch Based Reports

As you may already know, we have introduced fetch based reports in Microsoft Dynamics CRM 2011. This means you can now upload powerful, custom fetch based reports even in Microsoft Dynamics CRM Online and CRM’s wizard reports are not the only available option. Other than fitting nicely into CRM Online scenarios, these reports are also…

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Fetch-Xml based Reports: Bits & Pieces

With Fetch-xml based reports in Microsoft Dynamics CRM 2011, users can now create custom reports in Microsoft CRM Online. The CRM Report Authoring extension for BIDS provides a rich authoring experience for creating such custom reports. Abhijit Gore has a great introduction post on authoring and updating fetch based report using BIDS. In this post,…

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Using Data Pre-Filtering in Microsoft Dynamics CRM Reports

Have you been looking for a way to retrieve and view query results faster?  Pre-filter the data! Data pre-filtering in Microsoft Dynamics CRM reports lets you retrieve and display result sets quickly, makes reports context-sensitive, and allows reports to be filtered using the Advanced Find feature. Data pre-filtering complements data filtering supported by Microsoft SQL…

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CRM Online: Reporting Options

Today’s guest blogger, CRM MVP Frank Lee, describes reporting options available for Microsoft Dynamics CRM Online. Microsoft Dynamics CRM Online is a fantastic CRM platform for most small medium businesses (SMB) – it is so easy and inexpensive to get started.  However, one area of challenge for Microsoft CRM Online is custom reporting.  Some background…

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Including External Data in Microsoft Dynamics CRM 4.0 Reports

CRM MVP Joel Lindstrom, a Solutions Consultant for CustomerEffective, blogs about BI solutions. So you want to create a report that references data from another database.  Perhaps you want to correlate your CRM data with your ERP data to see how CRM activities are affecting your orders in financials.  Of course, you could do an…

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Microsoft Dynamics CRM Pre-Filtering Tips

CRM Pre-Filtering is a very useful option that can be enabled on CRM reports to make them context sensitive and to allow the report to be filtered using the Advanced Find functionality.  Although this is a great feature, it is often an area that is not fully understood which can lead to someone encountering unexpected…

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Fixing Report Snapshots in CRM 4.0

Problem: V4: Report snapshots are never generated when scheduling a Report in CRM v4.0 Cause: When the report snapshot is being generated, CRM Data Connector for SQL Server Reporting Service (SSRS) attempts to verify the identity of the calling user, it failed in several reasons: 1. We verify the caller by checking the System.Threading.Thread.CurrentPrincipal to…

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