Microsoft Dynamics CRM offers a number of reporting options. System administrators can create views that permit users to quickly and easily find relevant information. Users can easily create their own custom views on-demand to find and display most information in CRM.

Using Microsoft Excel, users can quickly create reports of more comprehensive data analysis, including the use of pivot tables.

For the most sophisticated reporting needs and for highly formatted reports, SQL Reporting Services is integrated. CRM comes with over 20 reports but more can be added. Atrio consultants are SQL server certified and have experience developing custom reports using Visual Studio for SQL Reporting Services. Atrio has developed hundreds of reports for individual contributors and managers alike. Reports developed include:

 

• Activity reports
• Quote reports
• Order reports
• Lead reports
• Project summaries
• Many more