Custom Reports in Microsoft Dynamics CRM 4.0. Using Stored Procedures.

Posted on 2008-11-17
Medium Priority
Last Modified: 2012-06-27
I have to write a Management report that calculates the conversion ratios from lead -> opportunity -> won.

My Choice is to either create a Report with several datasets and do the calculation on the report document Or write a nice stored procedure which uses the filtered views to return a single dataset.

How unsupported is the second choice? Do I have alternatives?
Question by:Pilkingtons-Tiles
1 Comment

Accepted Solution

bmosoftware earned 500 total points
ID: 22982143
Using the filtered views and stored procedures is supported, the only part that would not really be supported would be making modifications to the CRM database (i.e. adding the stored procedure to the CRM database), so as a result it is usually recommended to create a seperate database for storing these kind of reporting Stored Proce and views etc. just to make sure that they aren't accidentally overwritten during a restore or migration or something of the likes. So I would create the stored proecedure to perform all your calculations and return the dataset you are after, but just store it in a seperate database and point your report to that accordingly.

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