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Business Analyzer for Microsoft Dynamics ® SL: use, deploy and create

Business Analyzer for Microsoft Dynamics ® SL: use, deploy and create. Timothy Jones Boyer & Associates. What is Business Analyzer ?. Dashboard for business decision makers. What is Business Analyzer (continued) ?. Consumes SQL Server Reporting Services Reports

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Business Analyzer for Microsoft Dynamics ® SL: use, deploy and create

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  1. Business Analyzer for Microsoft Dynamics® SL: use, deploy and create Timothy Jones Boyer & Associates

  2. What is Business Analyzer? • Dashboard for business decision makers

  3. What is Business Analyzer (continued)? • Consumes SQL Server Reporting Services Reports • Can collaborate through Microsoft Lync® • Deploys independent of the Microsoft Dynamics SL rich client • Separate installation • Beyond the BackOffice

  4. Business Analyzer feature components • Business Analyzer Utility • RoleTailoreddisplay of reports • Microsoft Lync collaboration • Leverage Report Server • Quick Query report generation • New SSRS Reports and KPIs • Microsoft Dynamics SL Protocol (URL execution of Dynamics SL) • Parent Navigation • Home page enhancements

  5. Acronyms

  6. Business Analyzer User Interface Demo

  7. Business Analyzer • Dependencies • .NET 4.0 • SQL Server 2008 R2 or later required • SQL Reporting Services (server) • Microsoft Lync 2010 • Microsoft Dynamics SL 2011 FP1 database • Windows Authentication

  8. Business Analyzer • Installation and deployment • Report Server Configuration utility • Deploys reports • Import/Export reports • Separate installation for Business Analyzer • Client Configuration utility • Silent installs

  9. Business Analyzer • Existing Microsoft Dynamics SL Screen Changes: • Group Maintenance • Add Role checkbox • Access Right Maintenance • SSRS Report Server type added (RS) • Synchronize Roles process • Database Maintenance • Synchronize Roles added to Synchronize update option • Quick Query • Added Report Generation Wizard

  10. How to generate reports • Quick Query report generation • Requires Administrator privileges to generate reports (RSDEV00) • Requires Administrator privileges to upload reports (RSDEPLO) and if local elevated UAC settings • Report Editor • SDK guide to build reports that work with Microsoft Dynamics SL • Requires Site Settings for user set to System User

  11. How to generate reports To build a KPI for Business Analyzer, consider the following: • Determine the final KPI that you plan to develop to support a specific need. • Determine which roles within a company will use the KPI. • Choose a quick query that supports the details of the KPI or create a query that does contain the needed information. • Create the Detail report and the Summary report. • Create the KPI by using SSRS Report Builder, consuming the same SQL View that the summary and detail reports used, if possible

  12. Questions? • Installation, licensing, etc.

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