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Microsoft Dynamics CRM Consultants

Fetch xml based reports

Version - CRM 2016 Online
Client based in - India

The Challenge

The client wants to develop a few reports for their CRM 2016 online and also wants to do some security role configuration in their CRM instance to manage these reports.

The Solution

We have developed the Fetch xml based reports, using the SSDT component using Visual Studio 2015. Also, we have configured business units, users, security roles as per the client needs. We have designed and developed around 10 different reports to meet the clients expectations, the names of those reports are,

  • Opportunity pipeline by BU, Field Sales Manage
  • Pipeline Conversions
  • Lead Conversions
  • Conversions by Source
  • Forecasting View
  • Sales Cycle
  • Increase in Reach
  • Funnel analysis
  • Competition
  • Wins and Losses