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Showing posts with label report. Show all posts
Showing posts with label report. Show all posts

Monday, March 28, 2016

Dynamics CRM Report - Generate SSRS report using CRM DB and Extension Database

1) Create 2 data sources
a)DNSCRM_EXT (connect ext database, not using filtered table)

b)MSCRM_DataSource (connect CRM database, using filtered table)


Friday, May 3, 2013

Dynamics CRM Using SQL Server Reporting Services

Dynamics CRM uses the Reporting Services reports that is the Report Definition Language (RDL)
Report entity contains standard security settings like other entities.

2 Report permissions - Publish Reports, Add Reporting Services Reports.

Run reports in one of 3 areas - Reports View (Workplace -> My Work -> Reports subarea), Entity Ribbon, Entity Form



Friday, October 26, 2012

CRM Report Wizard

The following table compares the features of charts and dashboards with those of the SQL Server Reporting Services Report Wizard.
Charts and DashboardsSQL Server Reporting Services Report Wizard
Report outputInline visualizations  presented within Microsoft Dynamics CRM grids and formsWeb-based reports that can be exported to additional formats, such as Microsoft Excel, PDF, and CS
Ability to schedule reports for email deliveryNoYes
Ability to include data from multiple record types in resultsNoYes
Ability to prompt users to enter parameters before running reportsNoYes

CRM includes 25 standard SQL Server Reporting Services reports in the base product.