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

by | Updated July 29, 2020 | Development, Dynamics CRM

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

Related Posts


  1. Stefan

    Hi Eric,
    thanks for this howto.

    But it works only if you have one CRM Organisation in your tenant.

    If you have more CRM-Organisations you have to add this “;OrganizationName”

    regards Stefan

  2. Michael Tweiten

    Thanks for the comment Stefan!


Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events


02jun2:00 pm2:30 pmBusiness Intelligence for Batch Manufacturers

16jun10:00 am10:30 amHow AP automation can speed up month-end close in D365 Finance

17jun11:00 am12:00 pmConfab Live with Stoneridge – Real Time Marketing Strategies for Success

23jun10:00 am10:30 amThe Modern Manufacturer: Cost Accounting in D365

30jun10:00 am10:30 amAP Automation Checklist for a 2022 Rebound

30jun2:00 pm2:30 pmAchieving Success: How Technology Is Helping Nonprofits Thrive


01jul11:00 am12:00 pmConfab Live with Stoneridge – Dataverse Virtual Entities

14jul12:00 pm12:30 pmBeyond Reporting - What Business Intelligence Can Do For Your Agribusiness

15jul11:00 am12:00 pmConfab Live with Stoneridge – Integration Strategies for End User Success

21jul10:00 am10:30 amThe Modern Manufacturer: Manufacturing Software in the Real World

21jul12:00 pm1:00 pmIs it Worth it to Upgrade to Dynamics 365 Finance and Supply Chain Management? - Everything AX Users Need to Consider

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!