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Dynamics CRM 2016 Online Reporting: Breaking Down the Fine Print
When it comes to building reports in Dynamics CRM 2016, most of our customers take for granted that they will be able to create any kind of report, simple or complex, by leveraging the existing out-of-the-box features without development intervention. Unfortunately, this is not true when we want to build complex reporting because at some point we will need SQL Reporting Service expertise to accomplish some customizations. The following are some fine print considerations that you need to know if you’re going to use the out-of- the box reporting capabilities in Dynamics CRM: Report Wizard (Paginated Reports) The Fine Print: These reports will look good as long as you don’t use more than 10 columns. If you use more than 10, the format will be compromised. You can only fetch data from 2 entities (Primary and Related). This report is limited to 3 groups by clauses. Only count/none aggregation is […]
Video: Analytics and Reporting with NetSuite
Are you utilizing your company data to: Monitor the health and activities of your business? Obtain real-time and actionable insight into your organization? Gain visibility into market trends and buying patterns? Drive informed decision-making to increase profitability? If not, this video will help you get started. In this webinar Paul Clayton, Director of Consulting Services at FMT Consultants, dives into the analytics and reporting capabilities of NetSuite's SuiteAnalytics and demonstrates specific tools that will help you extract and analyze data from a wide range of sources. The topics of the video include: • Real-time transparency into company performance across all business functions • Drill down capabilities to easily slice and dice your data • Personalized and configurable dashboards and KPI charts • On-the-go access to all your company data via web browser and mobile devices • Self-serve reporting tools The video was recorded on April 22nd, 2014. FMT Consultants is a leading […]
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