SSRS报告和CRM市场营销列表

Question

I have started creating more and more reports in SSRS now. Reports that are not possible in native CRM (either advance find or reporting). While most are for data analysis, few are for finding our top customer by shop and month/year.

Problem is that the SSRS gives me very accurate and nice report of top 100 spenders but I can't use that in marketing these contacts. I am not sure if there is any way to bring this contacts from the result in to crm and use it to create a marketing list.

I will be very grateful if anyone know the way to bring ssrs report result in to CRM. (not creating new report using import report wizard) even it means creating a new plugin etc.

CRM 2011 Rollout 11 on premise SQL server 2012

Answer 1

You can write an application that will execute the same SQL query to find the top 100 spenders and create the marketing list and add the members by code.

Unfortunately there isn't a direct way to create a marketing list starting from a report or similar.