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Microsoft Dynamics CRM 2011 Reporting by Damian Sinay

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Basic report automation

We can automate a report to be run automatically at specific dates/times by using the report scheduling; this will help to improve the report performance while having the report ready for the user whenever he needs it. The quickest and easiest way is by creating a report snapshot through the report scheduling directly from the Dynamics CRM interface, as we will see next.

Report scheduling

Dynamics CRM 2011 has some native features that allow us to automate the SSRS reports that we create with either the CRM Report Wizard or with Visual Studio by configuring an automated run schedule. This feature is available in the Reports ribbon in the Actions group under the Schedule Report button, as shown in the following screenshot: ...

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