Microsoft Dynamics CRM 2011 Reporting -- Table of Contents -- Microsoft Dynamics CRM 2011 Reporting -- Credits -- About the Author -- About the Reviewers -- www.PacktPub.com -- Support files, eBooks, discount offers and more -- Why Subscribe? -- Free Access for Packt account holders -- Instant Updates on New Packt Books -- Preface -- What this book covers -- What you need for this book -- Who this book is for -- Conventions -- Reader feedback -- Customer support -- Downloading the example code -- Errata -- Piracy -- Questions -- 1. Introduction to Reporting in Microsoft Dynamics CRM -- CRM report types -- CRM report settings -- Categories -- Related Record Types -- Display in -- Languages -- SQL reporting services versions -- SQL Server databases -- Windows Service -- Report Manager website -- Report Server Web service -- Installation and configuration of Reporting Services Extensions -- Installation and configuration of Report Authoring Extension (Visual Studio development) -- Summary -- 2. Database Basics -- ERD basics -- Relationship types -- One-to-many relationships (1:N) -- Many-to-one relationships (N:1) -- Many-to-many relationships (N:N) -- SQL overview -- Select -- Update -- Delete -- Insert -- WHERE -- ORDER BY -- group by -- join -- SQL advanced -- CREATE TABLE -- DROP TABLE -- Stored procedures -- Cursors -- Transactions -- FetchXML overview -- Select fields -- Filters and conditions -- Order by -- Group by -- Linking to other entities -- Inner join -- Outer join -- Summary -- 3. Creating Your First Report in CRM -- Using Microsoft Dynamics CRM 2011 Report Wizard -- Using Visual Studio -- Publishing the report -- Summary -- 4. SQL Server Report Builder -- Report Builder overview -- Datasets -- Query Designer -- Creating a new report -- Table or Matrix Wizard -- Adding a logo to our report -- Advanced reports with Report Builder.

Map Wizard -- Map visualization types -- Testing the Map report -- The Report Builder's limitations -- Summary -- 5. Creating Contextual Reports -- Using Visual Studio -- Toolbox -- Expressions -- Prefilters -- Report parameters in detail -- CRM_FilterText -- CRM_FormatDate -- CRM_FormatTime -- CRM_FullName -- CRM_FilteredAccount -- CRM_URL -- CRM_CalendarType -- Data sources -- Embedded data sources -- Shared data sources -- Data sets -- Groups on data sets -- Adding columns to the report -- Hiding and showing columns -- Charts -- Drill-down and collapsible controls -- Summary -- 6. Creating Inline Reports -- Embedding reports on an entity form -- Creating a custom solution -- Creating the HTML web resource -- Implementing the report control -- Developer Toolkit -- Summary -- 7. Using Reports and Charts in Dashboard -- Showing report on a dashboard -- Exporting dashboards -- Basic charts -- Drill-down chart -- Charts editor -- Exporting charts -- Charts internals -- 3D charts -- Summary -- 8. Advance Custom Reporting and Automation -- The ASP.NET report -- Late binding -- Early binding -- CRM integration -- Silverlight reports -- MVVM -- Basic report automation -- Report scheduling -- Advanced report automation (programmatically) -- Summary -- 9. Failure Recovery and Best Practices -- Common failures in SSR authentication -- Tracing -- Enabling CRM Trace -- Using SQL Trace -- Report development best practices -- Report deployment best practices -- Improving the performance of reports -- Creating report caching -- Creating report snapshots -- Summary -- 10. Mobile Client -- New features for mobile clients -- The sales process -- The autosave feature -- SQL Server 2012 with SP1 -- Microsoft Surface -- The mobile client's considerations -- Authentication considerations -- Custom reports development considerations -- Summary -- A. Expression Snippets.

Basic expressions -- Constants -- Variables -- Advanced expressions with VBScript code -- References -- Working with control events -- Actions -- Visibility -- Interactive Sorting -- Summary -- Index.