CRM Online Reporting with FetchXML (Intro)

by | Updated July 28, 2020 | Development, Dynamics CRM

We use CRM Online internally in our business and one of the main needs we have as a business is the ability to create a weekly report that shows what we worked out for the last week.  We use Outlook calendar appointments that are “set regarding” a project in CRM so we can associate the time spent with the customer project.

I had been using a Report Wizard report to get this information out of the system, but as anyone who’s worked with Report Wizard knows, it’s not terribly capable.  It’s easy to use, and if you just need to get data out of the system with a total, then it’s great.  However, if you really want to have reporting flexibility, you’ll need to crack open SQL Reporting Services and use FetchXML to collect the data out of CRM Online.

Since this post gets really long, I’m going to break it into a few different pieces, so I’ll put links to each of the subsidiary articles – I encourage you to use this post as a jumping off point for the particular piece of the puzzle you need to solve to get SQL Reporting Services to work for your CRM Online implementation.

Part I: How to Set up a Data Source to Access CRM Data in SQL Reporting Services
Part II: How to Use FetchXML Data in the Report
Part IIa: CRM FetchXML Operators
Part III: Handy SQL Reporting Services Functions for CRM Online Reports

Here is a list of the other blog entries I reviewed while putting together my report this weekend and preparing this blog article:

Good luck in your efforts to create CRM Online reports and let us know if we can help.

Help with CRM 2

Related Posts

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events

december

02dec9:00 am12:00 pmOnline Workshop - Dynamics GP Year End Close (Morning Session)

03dec11:00 am12:00 pmConfab with Stoneridge - Livestream: Live Agents, Power Virtual Agents, Omnichannel – Oh My!

03dec1:00 pm4:00 pmOnline Workshop - Dynamics GP Year End Close (Afternoon Session)

09dec10:00 am10:30 amThe Modern Manufacturer - Manufacturing Policy Management

17dec11:00 am12:00 pmConfab with Stoneridge - Livestream - Technology in 2020: A Year in Review

january

06jan10:00 am10:30 amThe Modern Manufacturer - MRP v MPS – What, When and How

14jan11:00 am12:00 pmConfab with Stoneridge - Livestream - Looking Forward: Predictions for Technology in 2021

20jan10:00 am10:30 amThe Modern Manufacturer - Demand Forecasting Functionality

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X