Special Edition Using® Microsoft® CRM

Chapter 10. Microsoft CRM Reports

In this chapter

Report Navigation

Report Creation and Modification

Use Case Corner—C360 SearchPac for Microsoft CRM

Summary

Reporting is traditionally an area that has been extremely problematic for CRM applications and customers of CRM applications. Perhaps the biggest reason for this is that CRM is so prone to customization that it is normally difficult to arrive at a set of one–size-fits-all reports. Another reason is that many CRM vendors have enough to do maintaining their applications that creating a reporting solution takes a backseat.

Microsoft has approached the CRM reporting issue by incorporating Crystal Reports into Microsoft CRM. The core Microsoft CRM Professional Product lists 138 canned reports ...