1) Create 2 data sources
a)DNSCRM_EXT (connect ext database, not using filtered table)
b)MSCRM_DataSource (connect CRM database, using filtered table)
2)Create 2 data sets
a)data set DS_LoginUSERID, using MSCRM_DataSource, to login user
b)using DNSCRM_EXT, to get all contacts(it's complex sql query) for login user.
Pass login user id from 1st data source to 2nd data source using Parameters
Query
4)create DNSCRM_EXT data source on ssrs server (http://ssrs.dns.us/Reports/...)
Home->DSN_MSCRM->CustomReports->MSCRM_DataSource
Home->DSN_MSCRM->CustomReports->MSCRM_FetchDataSource
Home->DSN_MSCRM->CustomReports->DNSCRM_EXT
5)Add report in CRM Report & publish.
a)DNSCRM_EXT (connect ext database, not using filtered table)
2)Create 2 data sets
a)data set DS_LoginUSERID, using MSCRM_DataSource, to login user
b)using DNSCRM_EXT, to get all contacts(it's complex sql query) for login user.
Pass login user id from 1st data source to 2nd data source using Parameters
Query
select DISTINCT
*
from
DNS_MSCRM..dns_vrhistory vrh with (nolock)
inner join DNS_MSCRM..contact c with (nolock) on c.contactid = vrh.dns_ContactID
inner join DNS_MSCRM.dbo.dns_usersecurity us on us.dns_TeamID = vrh.edm_TeamID
where
us.dns_UserId= @LoginUserID
3)Create Parameter, default values->Get Value from a query->DataSet(DS_LoginUSERID), Value(UserID)*
from
DNS_MSCRM..dns_vrhistory vrh with (nolock)
inner join DNS_MSCRM..contact c with (nolock) on c.contactid = vrh.dns_ContactID
inner join DNS_MSCRM.dbo.dns_usersecurity us on us.dns_TeamID = vrh.edm_TeamID
where
us.dns_UserId= @LoginUserID
4)create DNSCRM_EXT data source on ssrs server (http://ssrs.dns.us/Reports/...)
Home->DSN_MSCRM->CustomReports->MSCRM_DataSource
Home->DSN_MSCRM->CustomReports->MSCRM_FetchDataSource
Home->DSN_MSCRM->CustomReports->DNSCRM_EXT
5)Add report in CRM Report & publish.
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