These reports are comparatively less complex reports and can be created by using the Report Wizard within the Dynamics 365 (CRM) web application. This functionality enables the business analysts and business users to create reports quickly without a developer’s help. The wizard c

an summaries and display data from two types of records at once.

· The Microsoft Dynamics 365 report wizard is a tool that helps users quickly and easily create reports with charts, tables, Share with the entire organization

· A core function of Microsoft Dynamics 365 is the ability to analyze your data to gain meaningful insights.

With the Dynamics 365 report wizard, you can do following

· The report can have tables and charts with a clickable reference to the specific CRM record.

· Report data can be grouped by any field and summarized by aggregations such as sum, average, minimum, maximum, and percentages.

· Report Wizard allows users to configure filtering criteria using logical operators such as “AND” and “OR”.

· Report Wizard also allows users to configure filtering criteria using:

o Data comparison operators such as “Equal”, “Does not Equal”, “Is Greater Than”, “Is Less Than”, “Contains Data” and “Does Not Contain Data”.

o Date comparison operators such as “On”, “On or Before”, “On or After”, “Next X Days”, “Last X Days”, “Today”, and so on.

· Advanced users, such as business analysts, can write comparatively complex reports utilizing logical operators, comparison operators, and grouping options.

· Report creation is controlled by Dynamics CRM’s Security Model. The users with appropriate privileges will only be able to create custom reports either using Report wizard or SSRS reports.

· Report Wizard has some limitations and is designed to enable users to create comparatively less complex reports.

Steps to Create a Report with the Report Wizard

A common report that users may want is one that displays the top ten accounts in the pipeline based on size of estimated revenue for open opportunities. In this example, you’ll use the Report Wizard to build this report. Note that not all users may necessarily have permission to create this report.

1. Reports can be accessed from any of the main functional areas of Dynamics 365 (Sales Service, Marketing) under the Tools group.

2. Select New on the command bar.

3. Click on the “Report Wizard” button to create the new report via the Report Wizard

4. Select “Start a new report” and click “Next”

5. Now you’ll see a Report Properties screen. Enter a name for your report “Contact Records Count” and the appropriate entities you want to report on. Select Next when you are done choosing your values.

6. Clear all the initial report’s filtering criteria.  I like to start with no filtering, but this is just my preference.

Note: you can dynamically apply filtering criteria at the time of report running.

7. Select Click here to add a grouping. This allows you to choose how you want your data grouped.

8. Select the “Total Count” field for the initial grouping. 

Note: Be sure to select “Count” for “Summary type” and select OK.

9. Select Click here to add a column.  Here we are mainly interested in the total record count, only one display column is needed

10. Repeat this step for additional columns until you have all the data you want in the report. In the Lay out Fields screen, click Next.

11.  Select “Table only” and click “Next”

12.  By default, this report will be accessible in all the related Contact areas. Save the Report.

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13. The “Contact Records Count” report is now available in any Contact’s view or Contact’s record form to show you the total records count.

14. The “Not Specified (Count: #)” displays the total count.  You can click on the “Edit Filter” to dynamically apply filtering criteria – just like an “Advanced Find” query with total record count. 

Limitations of Wizard Report.