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My system is Dynamics CRM 2016 on-premises. I zwant to issue a report about list of some records between specific period. Could you introduce some simple and effactive way to query and filter data to issue such kind of report? Thanks.
For reports, you must use filtered views to fetch data.
Each entity has filtered view.
For example you can write query like:
Select * from filtered account
Hi Rocker,
Thank you so much for quick reply. This is good idea along which I'll go deeply. Can you provide more detail information (e.g. useful links) for my reference?
Kindly,
Read about filteredviews & it’s importance on keeping CRM security model intact in reports. [View:https://crmbusiness.wordpress.com/2015/03/13/crm-2015-why-filtered-views-are-useful/]
Sample query: Select * from filteredaccount
SQL between operator sample: [View:https://stackoverflow.com/q/5125076/7920473]
Hi,
The easiest way for end user is to use the Advance Find & inbuilt search tools which can be used define the filter criteria and the columns to display. This is inbuild and you don't have to do anything to configure it.
crmbook.powerobjects.com/.../searching-crm
www.youtube.com/watch
The next easiest option is to create a report using Report Wizard. This will create a report and you users can run this report. Once the report is eecuted, user can also export the data in different formats.
community.dynamics.com/.../creating-custom-reports-in-dynamics-crm
docs.microsoft.com/.../create-edit-copy-report-wizard
If you are looking for for some complex report then you can create FetchXMl/ SSRS based reports.
technet.microsoft.com/.../dn531151.aspx
The other way of reporting is to create dashboard. With this, you can display multiple charts, list of records etc in one place.
crmbook.powerobjects.com/.../dashboards
ledgeviewpartners.com/.../creating-dashboards-microsoft-dynamics-crm365
If you want to go more deeper, refer the below link for your options (including Power BI)-
technet.microsoft.com/.../dn531183.aspx
Hope this helps.
Thank you, Ravi!
Always get your support and help, you are my ShiFu.
Thanks Arun, useful information.
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