Microsoft Dynamics CRM 4.0 Accelerators : Analytics Accelerator (part 2) - Analytics Accelerator Installation

12/28/2011 3:48:52 PM

Analytics Accelerator Installation

1.	Within CRM, navigate to Workplace, Reports, New. You’ll be prompted with a New Report screen. Configure each field as follows: Report Type: Existing File File Location: \Installation\1-Basic\SQL Server 2005\Account Executive\ Account Executive Dashboard.rdl (making sure the full path to your extracted files exists) Name: Account Executive Dashboard Description: Analytics Accelerator - Account Executive Dashboard Categories: Sales Reports Related Record Types: Blank Display In: Reports Area Administration Tab, Viewable By: Organization After you’ve completed the configurations, your New Report screen should match Figure 2. Figure 2. Adding the Account Executive dashboard report.
2.	Click Save and New to create the new CRM report and then create the next report.
3.	Add the CRM Sales Usage dashboard report and configure each field as follows: Report Type: Existing File File Location: \Installation\1-Basic\SQL Server 2005\CRM Usage\ CRM Sales Usage Dashboard.rdl (making sure the full path to your extracted files exists) Name: CRM Sales Usage Dashboard Description: Analytics Accelerator - CRM Sales Usage Dashboard Categories: Administrative Related Record Types: Blank Display In: Reports Area Administration Tab, Viewable By: Organization After you’ve completed the configurations, your New Report screen should match Figure 3. Figure 3. Adding the CRM Sales Usage dashboard report.
4.	Click Save and New to create the new CRM report and then create the next report.
5.	Add the CRM Sales Usage Dashboard Details subreport and configure each field as follows: Report Type: Existing File File Location: \Installation\1-Basic\SQL Server 2005\CRM Usage\ CRM Sales Usage Dashboard Details.rdl (making sure the full path to your extracted files exists) Name: CRM Sales Usage Dashboard Details Description: Analytics Accelerator - CRM Sales Usage Dashboard Details Parent Report: CRM Sales Usage Dashboard Categories: Blank Related Record Types: Blank Display In: Blank Administration Tab, Viewable By: Organization After you’ve completed the configurations, your New Report screen should match Figure 4. Figure 4. Adding the CRM Sales Usage Dashboard Details report.
8.	Click Save and New to create the new CRM Report and then create the next report.
9.	Add the Sales Manager Dashboard report and configure each field as follows: Report Type: Existing File File Location: \Installation\1-Basic\SQL Server 2005\Sales Manager\ Sales Manager Dashboard.rdl (making sure the full path to your extracted files exists) Name: Sales Manager Dashboard Description: Analytics Accelerator - Sales Manager Dashboard Categories: Sales Reports Related Record Types: Blank Display In: Reports Area Administration Tab, Viewable By: Organization After you’ve completed the configurations, your New Report screen should match Figure 5. Figure 5. Adding the Sales Manager Dashboard report.
10.	Click Save and New to create the new CRM Report and then create the next report.
11.	Add the Sales Manager Dashboard Closed Details report and configure each field as follows: Report Type: Existing File File Location: \Installation\1-Basic\SQL Server 2005\Sales Manager\ Sales Manager Dashboard Closed Details.rdl (making sure the full path to your extracted files exists) Name: Sales Manager Dashboard Description: Analytics Accelerator - Sales Manager Dashboard Closed Details Parent Report: Sales Manager Dashboard Closed Details Categories: Blank Related Record Types: Blank Display In: Blank Administration Tab, Viewable By: Organization After you’ve completed the configurations, your New Report screen should match Figure 6. Figure 6. Adding the Sales Manager Dashboard Closed Details report.
12.	Click Save and New to create the new CRM Report, and then create the next report.
13.	Add the Sales Manager Dashboard Open Details report and configure each field as follows: Report Type: Existing File File Location: \Installation\1-Basic\SQL Server 2005\Sales Manager\ Sales Manager Dashboard Open Details.rdl (making sure the full path to your extracted files exists) Name: Sales Manager Dashboard Open Details Description: Analytics Accelerator - Sales Manager Dashboard Open Details Parent Report: Sales Manager Dashboard Categories: Blank Related Record Types: Blank Display In: Blank Administration Tab, Viewable By: Organization After you’ve completed the configurations, your New Report screen should match Figure 7. Figure 7. Adding the Sales Manager Dashboard Open Details report.
14.	Click Save and New to create the new CRM Report and then create the next report.
15.	Add the Sales Manager Dashboard Recent Activity Details report and configure each field as follows: Report Type: Existing File File Location: \Installation\1-Basic\SQL Server 2005\Sales Manager\ Sales Manager Dashboard Recent Activity Details.rdl (making sure the full path to your extracted files exists) Name: Sales Manager Dashboard Recent Activity Details Description: Analytics Accelerator - Sales Manager Dashboard Recent Activity Details Parent Report: Sales Manager Dashboard Categories: Blank Related Record Types: Blank Display In: Blank Administration Tab, Viewable By: Organization After you’ve completed the configurations, your New Report screen should match Figure 8. Figure 8. Adding the Sales Manager Dashboard Recent Activities Details report.
16.	Click Save and New to create the new CRM Report and then create the next report.
17.	Add the Service Dashboard report and configure each field as follows: Report Type: Existing File File Location: \Installation\1-Basic\SQL Server 2005\Support\Service Dashboard.rdl (making sure the full path to your extracted files exists) Name: Service Dashboard Description: Analytics Accelerator - Service Dashboard Categories: Service Reports Related Record Types: Blank Display In: Reports Area Administration Tab, Viewable By: Organization After you’ve completed the configurations your New Report screen should match Figure 9. Figure 9. Adding the Service Dashboard report.
18.	Click Save and New to create the new CRM Report and then create the next report.
19.	Add the Service Dashboard Details report and configure each field as follows: Report Type: Existing File File Location: \Installation\1-Basic\SQL Server 2005\Support\Service Dashboard Details.rdl (making sure the full path to your extracted files exists) Name: Service Dashboard Details Description: Analytics Accelerator - Service Dashboard Details Parent Report: Service Dashboard Categories: Blank Related Record Types: Blank Display In: Blank Administration Tab, Viewable By: Organization After you’ve completed the configurations, your New Report screen should match Figure 10. Figure 10. Adding the Service Dashboard report.
20.	Click Save and Close to create the new CRM report and then close.

At the time of this writing, the first release of the Analytics Accelerator was available, with release 2 promising a number of enhancements to the first release and support for SQL Server 2008 dashboards. Release 3 will deliver more advanced SQL Server Analysis Services (SSAS) capabilities, as well as Microsoft Office PerformancePoint Server scorecards.