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Creating New CRM 4.0 Reports Views

With Microsoft Dynamics CRM 3.0, any newly added report category would show up in the report's grid view selector. This was a nice way to group business reports and make it simpler for users to access them.

  

As you may have noticed, CRM 4.0 no longer automatically creates a report view from a newly created report category. By default, you can only choose to filter the reports from the default reporting views.

However, reports are now a first-class entity within CRM, so they also enjoy the benefits of advanced find and custom views. You can either use Advanced Find to create your own report-based saved views or create custom system views on the Report entity. Not only can you filter based on the report category, but other attributes as well. Further, as with other entities, you can change the system default view.

 

Use the standard entity customization tools to create new system reporting views and set the default report view. Don't forget to publish your changes. You can create new report categories by going to Settings, Administration, System Settings, and then click on the Reporting tab.

Programming Microsoft Dynamics CRM 4.0 book cover

Within the next few weeks, Microsoft Press will publish our third and final book about Microsoft Dynamics CRM 4.0. The latest book is titled Programming Microsoft Dynamics CRM 4.0, and you can find some basic information about it on Amazon.com. Unfortunately Amazon.com does NOT have the correct book description and Microsoft has been trying to get it updated for a while now.

Fortunately, you can get a correct book summary from the Microsoft Press website:

Get expert guidance for programming Microsoft Dynamics CRM software to meet your business needs.

Get hands-on and conceptual guidance for creating and adapting customer relationship management (CRM) solutions—direct from leading CRM consultants. This reference details design and coding practices that allow you to customize Microsoft Dynamics CRM 4.0 to meet specific business needs. Get expert insights on customization, integration, and extension; end-to-end solution designs from the product team; and numerous case studies that demonstrate how to customize Microsoft Dynamics CRM as a business solution. The book covers the three major deployment options available: on-premises, partner-hosted, and CRM Live.

We also recently received a copy of the book cover artwork so I thought I would share what the back cover looks like!

 backcover