Here i will demonstrate what i have not seen in many blogs and sites.
I will show you here that How to develop an SSRS Report in CRM 2011 (and most interestingly on selected records based report) like if you selected first 3 Account records ,report should generate based on that 3 Accounts record.
Below are the steps to be followed.
(1). Create youe report using BIDS as shown in below screen.
(2). After creating a new Report file provide DataSource (Your CRM DB Server IP/name) in Server Name.
Write your CRM DB name as shown below figure.
(3). Then Provide DataSet to retrieve data from CRM database.
Write your query as shown in below screen. I have written Filtered Query which will only fetch crm records on which user is permissible. So using Filtered report is a good idea as per security perspective.
I have written "SELECT * FROM FilteredAccount AS CRMAF_FilteredAccount".
So just write this on your report (just replace Account with your entity on which you want to run your report.)
(4). Now go to your CRM application -> 'Reports' Entity and create New report and select 'Existing File' as Report Type. as shown in below figure.
Select Accounts (your entity on which you want) from 'Related Record Types' and Select all the options from 'Display In' lookup.
Select your created report from BIDS. and click on Save and Close.
Now you can see you report on your Entity HomeGrid in 'Run on Selected Records' section (click on 'Run Report' Ribbon button after selecting records) ,in my case i have created FilteredAccount Report so i will see my report on Account Entity as shown in below figure.
Now you can change your reports from your ssrs server as shown in below figure. Follow the figures.
Change your reports from Report Builder. This will effect directly to the Report in CRM.
This way you can create SSRS reports in Microsoft Dynamics CRM 2011.
Let me know if you have any concern in this. I would like to help you.
Enjoy :-)
I will show you here that How to develop an SSRS Report in CRM 2011 (and most interestingly on selected records based report) like if you selected first 3 Account records ,report should generate based on that 3 Accounts record.
Below are the steps to be followed.
(1). Create youe report using BIDS as shown in below screen.
(2). After creating a new Report file provide DataSource (Your CRM DB Server IP/name) in Server Name.
Write your CRM DB name as shown below figure.
(3). Then Provide DataSet to retrieve data from CRM database.
Write your query as shown in below screen. I have written Filtered Query which will only fetch crm records on which user is permissible. So using Filtered report is a good idea as per security perspective.
I have written "SELECT * FROM FilteredAccount AS CRMAF_FilteredAccount".
So just write this on your report (just replace Account with your entity on which you want to run your report.)
(4). Now go to your CRM application -> 'Reports' Entity and create New report and select 'Existing File' as Report Type. as shown in below figure.
Select Accounts (your entity on which you want) from 'Related Record Types' and Select all the options from 'Display In' lookup.
Select your created report from BIDS. and click on Save and Close.
Now you can see you report on your Entity HomeGrid in 'Run on Selected Records' section (click on 'Run Report' Ribbon button after selecting records) ,in my case i have created FilteredAccount Report so i will see my report on Account Entity as shown in below figure.
Now you can change your reports from your ssrs server as shown in below figure. Follow the figures.
Change your reports from Report Builder. This will effect directly to the Report in CRM.
This way you can create SSRS reports in Microsoft Dynamics CRM 2011.
Let me know if you have any concern in this. I would like to help you.
Enjoy :-)
