CRM Online Reporting with FetchXML (How to Set up a Data Source to Access CRM Data in SQL Reporting Services)

By Eric Newell | December 10, 2012

CRM Online Reporting with FetchXML Series
Intro: Intro to Series
Part I: How to Set up a Data Source to Access CRM Data in SQL Reporting Services
Part II: How to Use FetchXML Data in the Report
Part IIa: CRM FetchXML Operators
Part III: Handy SQL Reporting Services Functions for CRM Online Reports

To be able to create reports in Dynamics CRM 2011 online, you can use the Report Wizard feature in CRM to create basic reports or you can create highly customized reports in Visual Studio in the Business Intelligence Design Studio.  In order to connect to your CRM Online organization, you need to install the CRM 2011 Report Authoring Extension, which is basically a plug-in to Visual Studio that provides a data source Connection Type that doesn't otherwise exist.

Here's the link to download the CRM 2011 Report Authoring Extension:

To install the CRM 2011 extension, you need to be running SQL 2008 BIDS in Visual Studio 2008.  I tried for hours and hours this weekend trying to install this on Windows Server 2012, and it doesn't work due to the Windows Live Sign-on service not working with Server 2012.

Once you get it installed (which if you're on Windows 7 with Visual Studio BIDS 2008 it's pretty easy), you will choose the Embedded connection option of Microsoft Dynamics CRM Fetch.  In the connection string, enter your CRM Online organizational URL.  If you have multiple orgs on that instance, you'll need to enter the org ID after that (this is explained in other articles referenced off the Intro article).

Data Source Properties

You need to log in using your Microsoft credentials when you run the report, so you can prompt for credentials each time, or you can store the credentials with the report (if you're like me and you like to preview your reports over and over again, you'll want to store the credentials with the report).

CRM Report Data Source Credentials

Once you've gotten this set up, you're ready to bring the FetchXML query into your report. That's a topic for the next post in this series.

Help with CRM 2

Under the terms of this license, you are authorized to share and redistribute the content across various mediums, subject to adherence to the specified conditions: you must provide proper attribution to Stoneridge as the original creator in a manner that does not imply their endorsement of your use, the material is to be utilized solely for non-commercial purposes, and alterations, modifications, or derivative works based on the original material are strictly prohibited.

Responsibility rests with the licensee to ensure that their use of the material does not violate any other rights.

Start the Conversation

It’s our mission to help clients win. We’d love to talk to you about the right business solutions to help you achieve your goals.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!