O'Reilly logo

Microsoft Dynamics® CRM 4.0 Step by Step by Jim Steger Mike Snyder Kara O’Brien, and Brendan Landers

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Scheduling a Report

When you run a report by using Microsoft SQL Server Reporting Services in Microsoft Dynamics CRM, the report runs in real time and reflects the current data in the system. This works very well for most of your reporting needs, but it can also pose challenges. For instance:

  • Users who run the report at different times can communicate conflicting information, which leads to confusion and data integrity concerns.

  • Real-time reports provide no historical perspective for comparison or trending purposes.

For example, you might want to run a monthly pipeline report to understand how the pipeline looks at the beginning of each month and to compare to previous months. Microsoft Dynamics CRM provides a Report Scheduling Wizard to address ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required