Microsoft Dynamics CRM 2011 Reporting电子书

Microsoft Dynamics CRM 2011 Reporting

Table of Contents

Microsoft Dynamics CRM 2011 Reporting

Credits

About the Author

About the Reviewers

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Preface

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Downloading the example code

Errata

Piracy

Questions

1. Introduction to Reporting in Microsoft Dynamics CRM

CRM report types

CRM report settings

Categories

Related Record Types

Display in

Languages

SQL reporting services versions

SQL Server databases

Windows Service

Report Manager website

Report Server Web service

Installation and configuration of Reporting Services Extensions

Installation and configuration of Report Authoring Extension (Visual Studio development)

Summary

2. Database Basics

ERD basics

Relationship types

One-to-many relationships (1:N)

Many-to-one relationships (N:1)

Many-to-many relationships (N:N)

SQL overview

Select

Update

Delete

Insert

WHERE

ORDER BY

group by

join

SQL advanced

CREATE TABLE

DROP TABLE

Stored procedures

Cursors

Transactions

FetchXML overview

Select fields

Filters and conditions

Order by

Group by

Linking to other entities

Inner join

Outer join

Summary

3. Creating Your First Report in CRM

Using Microsoft Dynamics CRM 2011 Report Wizard

Using Visual Studio

Publishing the report

Summary

4. SQL Server Report Builder

Report Builder overview

Datasets

Query Designer

Creating a new report

Table or Matrix Wizard

Adding a logo to our report

Advanced reports with Report Builder

Map Wizard

Map visualization types

Testing the Map report

The Report Builder's limitations

Summary

5. Creating Contextual Reports

Using Visual Studio

Toolbox

Expressions

Prefilters

Report parameters in detail

CRM_FilterText

CRM_FormatDate

CRM_FormatTime

CRM_FullName

CRM_FilteredAccount

CRM_URL

CRM_CalendarType

Data sources

Embedded data sources

Shared data sources

Data sets

Groups on data sets

Adding columns to the report

Hiding and showing columns

Charts

Drill-down and collapsible controls

Summary

6. Creating Inline Reports

Embedding reports on an entity form

Creating a custom solution

Creating the HTML web resource

Implementing the report control

Developer Toolkit

Summary

7. Using Reports and Charts in Dashboard

Showing report on a dashboard

Exporting dashboards

Basic charts

Drill-down chart

Charts editor

Exporting charts

Charts internals

3D charts

Summary

8. Advance Custom Reporting and Automation

The ASP.NET report

Late binding

Early binding

CRM integration

Silverlight reports

MVVM

Basic report automation

Report scheduling

Advanced report automation (programmatically)

Summary

9. Failure Recovery and Best Practices

Common failures in SSR authentication

Tracing

Enabling CRM Trace

Using SQL Trace

Report development best practices

Report deployment best practices

Improving the performance of reports

Creating report caching

Creating report snapshots

Summary

10. Mobile Client

New features for mobile clients

The sales process

The autosave feature

SQL Server 2012 with SP1

Microsoft Surface

The mobile client's considerations

Authentication considerations

Custom reports development considerations

Summary

A. Expression Snippets

Basic expressions

Constants

Variables

Advanced expressions with VBScript code

References

Working with control events

Actions

Visibility

Interactive Sorting

Summary

Index