Author: Minal Wad

CRM Online Reporting Using FetchXML

Reports are a way of presenting useful data to the users in an organized format. CRM reporting needs are often solved by using out-of-box CRM reports, Advanced Find, Dashboards and Charts, or the Report Wizard. But when a business demands a complex report involving calculations, grouping, detailed layouts, etc., then custom reports are needed. There are two types of reports in Microsoft Dynamics CRM:

Read More »

Leverage Your GP Reports Outside of GP!

Did you know that Microsoft Dynamics GP comes with around 260 SQL reports ready to be used? These reports can be used right out of the box and they don’t require any modifications. Imagine if you could make these reports available to non-GP users; just put them on your company’s internal website; or build an iframe in CRM and display GP data inside CRM. Well, you can do all of this and more if you manage to get these reports out of GP. The way to do this is to deploy them to SQL Server Reporting Services.

Read More »