Data reporting framework across on-premise and hosted CRM services

US9152966B2 · kind B2 · utility

Assignee

• MICROSOFT TECHNOLOGY LICENSING, LLC · US

Inventors

• Abhijit Gore · Redmond, US
• Abhishek Agarwal · Redmond, US
• Kunal Garg · Hyderabad, IN
• Ramani Jagadeba · Hyderabad, IN
• Ankit Malpani · Santa Clara, US
• Adithya Nittor Vishwanath · Hyderabad, IN
• Kulothungan Rajasekaran · Sammamish, US
• Manjeet Bothra · Hyderabad, IN
• Andrew R. Miller · Issaquah, US
• David R. Shutt · Seattle, US
• Edward A. Martinez · Redmond, US

Key dates

• Filing date: May 3, 2011
• Grant date: Oct 6, 2015
• Expiry date: Apr 9, 2032

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q10/101
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

A data reporting framework that works across on-premise and hosted Customer Relationship Management (CRM) platforms enabling definition and execution of secure custom reports is provided. A fetch query language of a CRM platform is used along with reporting service tools and constructs to enable users to upload and execute custom fetch based reports with support for expressions, code, formatting, and drill through. Users are also enabled to build simple reports from within CRM and, if needed, enhance those reports using reporting service tools and re-upload in CRM. Furthermore, custom reports may be executed in a sandboxed environment to provide full security in a multi-tenant, hosted CRM system.