TechNet
Export (0) Print
Expand All

Report writing with CRM 2016 for online and on-premises

 

Applies To: Dynamics CRM 2016, Dynamics CRM Online

Microsoft Dynamics CRM includes reports, dashboards, and support for Power BI for Office 365 that provides useful business information and visualizations to the user.

Paginated reports

 Microsoft Dynamics CRM includes a Report Wizard that can be used to easily create reports in just a few steps without using XML or SQL-based queries. For more information about the Report Wizard, see CRM Help & Training: Create, edit, or copy a report using the Report Wizard.

However, to create more complex reports, you can either create your own custom reports from scratch, or use an existing Microsoft Dynamics CRM report as a template. The topics in this guide show you how to create new reports or change existing reports using Microsoft Visual Studio as the report writing tool and Microsoft SQL Server Reporting Services as the report engine.

Dashboards

There are two types of dashboards in Microsoft Dynamics CRM, user dashboards and system dashboards. Any user can create a dashboard visible only to them in their work area such as Sales, Service, or Marketing. An administrator or customizer creates or customizes system dashboards that, when published, are visible to everyone in the organization. A user can choose to set their user dashboard as their default dashboard and override the system dashboard. More information: Work with, create, or customize dashboards

Power BI

Power BI is a self-service business intelligence (BI) platform used to discover, analyze, visualize data and share or collaborate these insights with colleagues. Power BI provides information workers and everyday business users with excellent data analysis and visualization capabilities to get better business insights. More information: Use Power BI with Microsoft Dynamics CRM

There are several ways you can use Power BI with Microsoft Dynamics CRM.

  • Load a Microsoft Dynamics CRM content pack and start using the Power BI service to display CRM insights.

  • Use Power BI Desktop to modify and customize your reports and visualizations.

  • Embed a Power BI tile in to a Dynamics CRM personal dashboard.

  • Use Power BI and Microsoft Office Excel together.

System_CAPS_noteNote

In most cases report features are the same with either Microsoft Dynamics CRM Online or Microsoft Dynamics CRM (on-premises); however there are the following differences.

  • SQL-based reports can only be used with Microsoft Dynamics CRM (on-premises). Working with SQL-based reports (CRM on-premises only)

  • The Schedule Report feature in the Reports area of Microsoft Dynamics CRM lets users schedule report snapshots at certain intervals. This feature is currently available only with Microsoft Dynamics CRM (on-premises). For more information about creating and editing reports in Microsoft Dynamics CRM, see Customize and organize reports.

  • The reporting infrastructure in Microsoft Dynamics CRM Online has RDL sandboxing enabled. Therefore, custom code in report definitions will not work. RDL sandboxing for Microsoft Dynamics CRM Online

© 2016 Microsoft. All rights reserved. Copyright

Community Additions

ADD
Show:
© 2016 Microsoft