The standard report templates available out-of-box in CRM are limited in terms of functionality. If you need to make even a minor change, you need to re-design the entire report using FetchXML (if you intend to use CRM online), which is quite time-consuming.

To help you get started we provide 3 free SSRS report templates in the add-on solution:

  1. Work 365 Report Sample 1 – Account Overview Report
  2. Work 365 Report Sample 2 – Contact Profile Report
  3. Work 365 Report Sample 3 – Quotation Report

These report templates work seamlessly with CRM online as well as on-premise.