Microsoft DynamicsTM CRM Version 4.0 has two approaches to reporting on customer data.  The first approach is to allow individual users to analyze data by exporting to Excel.  The second, more complex approach is to build a custom report using Microsoft SQL Reporting Services. Out-of-the-box Microsoft Dynamics CRM Version 4.0 comes equipped with 20 standard reports, custom dynamic Excel exports for spreadsheets and pivot tables.

 

Custom reports are created by a developer in Visual Studio .NET utilizing SQL Reporting Services.  Reports can be published and access in CRM via the Workplace > Reports area.   In addition to accessing data in Microsoft Dynamics CRM, a subscription can be set up where reports are automatically sent out via email.

 

Contact us today and let our experts develop custom reporting solutions that maximize the effectiveness of your Microsoft Dynamics CRM Version 4.0 deployment.