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Microsoft Dynamics CRM (Archived)

Simple Report of Phone and Appointment activity

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ReportReport
Posted on by 380

I am using Crystal reports.
I want to create a report of Phone calls and Appointments completed (within a date range) and Open.
Grouped by Sales person.
I am assuming to use Filtered Account, Filtered Phone and Filtered Activity tables.
Should I use the account table as the primary table useing Owner ID?
Are there other tables I shoud consider?
Should I do a seperate report for open and closed items?

Any advice to get started will be appriciated.

 I have found this forum to be a big help.

Thanks,

Paul

 

 

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I have the same question (0)
  • Dodd Profile Picture
    385 on at
    Re: Simple Report of Phone and Appointment activity

    The OOTB CRM Activity Report can give you the basics for you DataSet queries. You will also need to include the FilteredActivityPointer table.

    Why are not using SSRS for this report?

  • Raji Kamber Profile Picture
    165 on at
    Re: Simple Report of Phone and Appointment activity

    Hi,

    You can easily create this report using the report wizard of CRM

     

    Regards

    Raji 

     

  • Paul Juska Profile Picture
    380 on at
    Re: Re: Simple Report of Phone and Appointment activity

    Thanks, I guess a comfort level & licensing.  I am pretty comfortable using Crystal, jut not familiar with the CRM Database schema.

    I am not experienced with SEQ Server Report Manager.  We use a lot of Crystal Enterprise to publish reports to managemetn, avoiding extra licenses for CRM.

     

  • Leon Tribe Profile Picture
    7,034 on at
    Re: Simple Report of Phone and Appointment activity
    Based on your description, you shouldn't need the account view but should be able to go from the appointment and phone view straight to the user view (FilteredSystemUser). Leon Tribe Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/

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