New Book from Richard Knudson
Yes, But - Quote of the Day

Sample Reports Book

I had in the back of my mind that somewhere there was a sample reports book available for Dynamics CRM, but despite my efforts today I could not find one.   

One of the best ways to really understand what your client wants to capture in Dynamics CRM is to ask them what reports they want to get out of the system and not only what reports, but actual copies or mocked up examples of those reports.

You might be able to get the same data from a view or from never printing text on a piece of paper, but the goal of the exercise is to find out what the client is looking for, not necessarily how they want it to look.

Personally I find that a sample reports book is extremely helpful when it comes to really understanding some of the captured data and a great tool for training as well.

Go ahead and create a sample reports book - On one page of the sample report book add a short paragraph describing the report on the facing page. Bind it using wire or three ring so it lays flat and use it as a workbook. Feel free to add views, dashboards, mockups of desired reports, printed samples of the custom reports you have created and more.

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