Category Archives: Reports

CRM Usage Reporting Unleashed

Microsoft Dynamics CRM Team Blog frequent request we come across is from companies who want to know which users are using CRM and when. The CRM platform provides the facility to gather detailed usage information by writing plug-ins, but a … Continue reading

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Rules To Better Microsoft CRM & SSRS

by Danny Varghese 02.21.09 Below are some very useful links on standards for Microsoft CRM and SQL Server Reporting Services: http://www.ssw.com.au/ssw/Standards/Rules/RulestoBetterMicrosoftCRM.aspx http://www.ssw.com.au/ssw/Standards/Rules/RulesToBetterSQLReportingServices.aspx Enjoy!

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Dynamic Export to Excel feature – How to protect data over the wire

Monika Borgaonkar Published Monday, January 26, 2009 10:22 AM One of the well-known features offered in Microsoft Dynamics CRM v4 is export data to Excel as a dynamic worksheet, a dynamic pivot table, or even to a static worksheet. Users … Continue reading

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Customizing the Report Wizard Template

Posted by Jim Steger on November 21, 2008 The report wizard functionality of Microsoft Dynamics CRM 4.0 allows end users to quickly and easily create basic Reporting Services reports. After the user completes the wizard, CRM creates an RDL file … Continue reading

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Using a Custom Database for reporting queries

Posted by Chris Cohen at 09:41 Very often you need to create custom reports, and sometimes the queries are non-trivial. At this point you need to create a custom database because this keeps you supported (MS) and simplifies maintenance – … Continue reading

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Use Shared Data Source for custom Microsoft Dynamics CRM reports

Published Wednesday, December 03, 2008 9:04 AM by crmblog Meet guest blogger Jim Wang, Microsoft Dynamics CRM MVP. He is a technical consultant working for 2B.net, an UK based consulting company. He has been working on Microsoft Dynamics CRM since … Continue reading

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Customizing the Report Wizard Template

Posted by Jim Steger on November 21, 2008 The report wizard functionality of Microsoft Dynamics CRM 4.0 allows end users to quickly and easily create basic Reporting Services reports. After the user completes the wizard, CRM creates an RDL file … Continue reading

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Using a Custom Database for reporting queries

Posted by Chris Cohen at 09:41 Very often you need to create custom reports, and sometimes the queries are non-trivial. At this point you need to create a custom database because this keeps you supported (MS) and simplifies maintenance – … Continue reading

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Auditing Report Execution using the ReportServer Database

We welcome our guest blogger David Jennaway who is the technical director at Excitation and a CRM MVP. Reporting Services is usually considered at most as just the engine for executing and rendering reports. However, it also has its own … Continue reading

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Report Wizard: Query execution failed for data set ‘DSMain’

Posted by David Jennaway at Wednesday, 15 October 2008 There is a problem with the CRM 4.0 Report Wizard that can result in an error like the following:An error has occurred during report processing.Query execution failed for data set ‘DSMain’.The … Continue reading

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