CRM4 – Creating Dashboard reports


A customer has a CRM4 installation, and don’t want to upgrade to CRM 2011 just yet, but he wants to be able to create some dashboard with important KPIs. Our CRM expert found a nice video on how to create such dahsboard in CRM through SQL Server 2008 Reporting Services and Visual Studio. The video is located at channel9.

This video describes the following steps:

  1. Create the placeholder for the report in CRM4
  2. Export the report IDL file
  3. Create a new SQL Server 2008 report based on this IDL file
  4. Update th ereport within CRM4 again

The result is given in the  screenshot below:

CRM4 Dashboard

Example CRM4 Dashboard

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