Notifications
Announcements
No record found.
Hello there!
I've been browsing through CRM functionality, and I think there are some issues with the reports generation. The built-in CRM functionality is okay and not above that. I know that Power BI can be an option but for me, it is too clunky.Do you guys know/use any convenient tools?
SQL Reporting Services is the main extra option in the Microsoft world, but this requires VIsual Studio, so it's more a developer tool than a user tool.
If you have CRM OnPremise, you could use any other reporting tool and access the data via SQL. If you have CRM Online, Microsoft have started to allow SQL access, but this is currently limited to access from certain tools (Power BI and SQL management studio), and I'm not aware of other tools being able to connect to this. It also only in preview, so I'd be wary of planning anything in production on it
David,
thank you for your prompt and detail respose.
Unfortunately, I am not familiar neither with SQL nor with Visual Studio :/
Just CRM user, I thought maybe there's somethig more simple and user-friendly.
Hello,
You can take a look on the report wizard - docs.microsoft.com/.../create-edit-copy-report-wizard
Hi,
You can use SSRS reports as well. SSRS reports is a great tool to create reports for Dynamics CRM. With that you can create pre-filtered reports, that can be used as templates as well or you can create custom reports to pull up complex calculation and pull up data from multiple entities. You can find introductory information about SSRS on this blog: readyxrm.blog/.../
Also, SSRS supports sub-reports function which can help you to create a long- and a complex report which an end user has to run once.
I hope this helps. Please let me know if you have any questions/concerns.
Thanks
Jay
Hello Andrew.
Thank you for your help.
I really appreciate your help :)
Thank you
If any of replies answered your question take a minute and click "Yes" under the question "Did this answer your question?" at the top of correspond question.
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Tom_Gioielli 73 Super User 2025 Season 2
Gerardo RenterÃa Ga... 43 Most Valuable Professional
Daniyal Khaleel 32 Most Valuable Professional
