Using Microsoft Dynamics CRM

Creating reports in Microsoft Dynamics CRM 3.0

Analyze your business data with custom Microsoft Office Excel spreadsheets and PivotTables and Microsoft SQL Server Reporting Services reports.

Analyze data with Microsoft Excel

•	Video: Using Microsoft Dynamics CRM Advanced Find View this video to learn how to create an Advanced Find query. Then use Microsoft Office Excel to convert your results into visually compelling reports.

•	Are your customers buying? Find out the status of quotes across your organization. Create a simple query using Advanced Find that you export to a dynamic Microsoft Excel PivotTable.

•	Are you neglecting any customers? Run a report to find out Interacting regularly with customers builds lasting relationships, but how can you target your efforts? Run default Neglected Cases, Neglected Accounts, and Neglected Leads reports, or create your own report using Microsoft Office Excel.

•	2 ways to see combined account and order data Create a query to combine data from two related record types, display that data in Microsoft Office Excel, and make it available as a report in Microsoft Dynamics CRM.

Customize Reporting Services reports

•	Create a report in 15 minutes or less In just 15 minutes, write a custom report and make it available to all Microsoft Dynamics CRM users. Corresponding videos are available.

Improve report performance

•	Prevent report bottlenecks Reduce demand on the server by helping users find exactly the information they need.

•	Report scheduling wizard Schedule Microsoft Dynamics CRM reports and remove resource-intensive reports from on-demand availability.

•	Additional reporting setup tasks required if Reporting Services is installed on a different server Configure authentication when Reporting Services is set up on a computer different from the ones running Microsoft Dynamics CRM or Microsoft SQL Server.

Related links

•	Using Microsoft Dynamics CRM 3.0

•	Customizing Microsoft Dynamics CRM 3.0

•	Microsoft Dynamics CRM community

•	MSDN Code Gallery

Troubleshooting

•	Troubleshooting reporting setup View answers to common questions about planning and installing reporting.

Product documentation downloads

•	Microsoft Dynamics CRM 3.0 Help View a standalone version of Help, or install the latest updates with corrections and new content based on customer feedback.

•	Microsoft Dynamics CRM 3.0 Implementation Guide View the information needed to successfully implement Microsoft Dynamics CRM in your business.

•	Microsoft Dynamics CRM 3.0 SDK Report Writers Guide Create your own Reporting Services reports for Microsoft Dynamics CRM.