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What's New in Reporting

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[Applies to: Microsoft Dynamics CRM 4.0]

Find the latest SDK documentation: CRM 2015 SDK

In Microsoft Dynamics CRM 3.0 you could manage the reports only by using the Microsoft Dynamics CRM Web application. Now, you can manage the reports programmatically by using the Microsoft Dynamics CRM Web services. In Microsoft Dynamics CRM 4.0, the reports are represented by a set of entities described in Report Entity Model. You can use Microsoft Dynamics CRM messages to create, delete, update and retrieve reports. You have complete control over the ownership of reports by making them organization-owned or user-owned. User-owned reports can be shared with other users and teams and assigned to other users. The reports can be standalone or have child reports that contain more detailed information. The parental relationship between the parent and child reports lets you use cascading rules in the operations performed on the parent report.

The following table contains a summary of new reporting features that are available in Microsoft Dynamics CRM Web Services. The new features are compared to the features in Microsoft Dynamics CRM 3.0.

FeatureMicrosoft Dynamics CRM 3.0Microsoft Dynamics CRM 4.0
Report Entity ModelNot available.Report entity model contains the report, report entity, report category, and report visibility entities.
CategorizationAvailable in Web application only.You can specify report category, such as Marketing, Sales, or Service and report related entities by using the report entity and report category entities.
Report visibilityAvailable in Web application only.You can specify report visibility, such as grid or form, by using the report visibility entity.
Create, delete, retrieve, update report Available in Web application only.To perform these operations, you can use the following Microsoft Dynamics CRM messages: Create, Delete, Retrieve, RetrieveMultiple, and Update.
Download the report definitionAvailable in Web application only.Use the DownloadReportDefinition message.
Manage reports in the offline modeNot available.Reports can be retrieved by using the Retrieve message or the RetrieveMultiple message, but reports cannot be created, deleted, or updated.
Ownership and sharingAvailable in Web application only. All reports are organization-owned, and cannot be shared or assigned to other users and teams.Reports can be user-owned or organization-owned. User-owned reports can be shared and assigned to other users and teams. For example, to share a report with another user, use the GrantAccess message.
Linking reportsHandled internally by Microsoft SQL Server Reporting Services. Create a parent report entity first and pass the ID of the parent report to a child report.
Categorize the reports by languageNot available. Use the report.languagecode property to categorize the reports by language. This enables you to display the reports in different languages.

All new Web services features listed in the table are also available in the Microsoft Dynamics CRM 4.0 Web application. For more information, see Microsoft Dynamics CRM online Help.

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