Generate Reports In No Time With Microsoft Dynamic Crm

You can generate database reports quickly and easily with special features of Microsoft Dynamic CRM software. The reports can quickly be written and added to Microsoft Dynamic CRM. You need to first make sure that you have all of the required collateral software, such as MS SQL Server 2003 or 2005. Consult your manual to make sure you have all that you need for generating Microsoft Dynamic CRM reports.

You probably do have it all, so lets assume that you do. To prepare a reports generation, first keep in mind that you want to use filtered views, not tables. That is, when you select the data source for your report, use the filtered views that are in the Microsoft Dynamic CRM database instead of the database tables. The reason for this is that filtered views are more secure and they are more efficient. Each individuals Microsoft CRM security roles determine which of the records are returned by a query to a filtered view. Thus, reports that are based on filtered views only show users the records that they have permission to view.

Next, make the report prefilterable. When you write a report, you can set it up so that it has a default filter for each individual user to...