27 Şubat 2008 Çarşamba

SQL Server Reporting Services Report

Another clever method for creating mass mailings in Microsoft CRM is to create a custom report using SQL Server Reporting Services. You can format reports however you want, so instead of including typical report items such as charts or graphs, you could simply include the text and formatting of your mass mailing letter.
Then you would add the data fields such as first name, last name, and so on to the appropriate mass mailing report fields. When you wanted to create your mass mailing, you would run the report and then simply print out the report results for use in your mailing. Some of the benefits and restrictions of this technique include:

You can access all the custom attributes in the filtered views.

You can access all the entities, including any custom entities that you create.

You can schedule reports to run on a specific interval (such as every Monday or once a month).

You can easily export the report results into other formats such as PDF, Excel, and XML.

You can include multiple data sources in a single report, so you could include different types of data in one mass mailing. For example, if you wanted to send a letter to all your contacts, you could include their five most recent Orders and their five most recent Cases.

You can launch reports from multiple places in the user interface, including the grid toolbar of various entities.

Developing complex reports with multiple data sources typically requires a more experienced report writer.

Microsoft CRM will not automatically create completed Letter activities for each of the records in your mail merge.

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