Description
This Learning course dives into the details behind reporting solutions in Microsoft Dynamics CRM Online. We will describe the process behind working with XML code to create amazing visualizations, teach you how to create custom Fetch based reports, and walk through the best practices behind custom reporting solutions in Microsoft Dynamics CRM Online.
What are the goals for this course?
- Customize XML charts by mastering a variety of technics including
- Explore chart XML schema
- Exporting and importing charts
- Create 3D charts and change color schemes and change FetchXML along with its limitations
- Discuss Development Studio and Fetch Based Reports within Microsoft Dynamics CRM
- BIDS Report Wizard and how to manipulate Fetch based reports through BIDS
- Filtered Views, database connection and data sets in Visual Studio
- Parameters as well as pre-filtering
Outline
Module 01: XML Customizations in Charts
- Exporting Charts
- Understanding chart XML schema
- Element Definition and Properties
- Creating Charts
Module 02: Business Intelligence Development Studio and Fetch Based Reports
- BIDS and Fetch based reports
- SSRS Data Regions
- What is FetchXML?
- Creating FetchXML Queries
- FetchXML Schema
- Aggregate
- Count Column
- Prefiltering with FetchXML
- Designing Reports using FetchXML
- Parameter Types
- Expressions and Collections
- FetchXML Reports and Sub-Reports
- Other Reporting Scenarios
Reports:
- CRM