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Dynamics 365 Community / Blogs / Friyank’s blog / How to Connect CRM with SSR...

How to Connect CRM with SSRS in visual studio.

Friyank Profile Picture Friyank 944

Steps to create connection between CRM and Reports project in Visual studio so that you can Create/customize SSRS reports in visual studio.

Step 1 : Create SSRS project in visual studio

New project > Business intelligence > Report Server Project .
If you dont find Business intelligence in Visual studio, Download  SSDT for Your visual studio Version.

In Solution Explorer Create new item in Report folder and select Report.
and you project will be created with Report Data Viewer at the left.
if you dont find report Data viewer in visual studio press (CTR + ALT + D).

SSRS01

Step 2 : Go To Report Data Viewer and Add Data Source in Data Source Folder.
Add Name : like “CRMConnector”.
In Embedded Connection type, you must have “Microsoft Dynamics 365 Fetch” option to select.
if you dont find this option Follow this LINK.
Note : This is must 
Add connection string and credentials in credentials tab.
Also if you multiple reports to be created , then create Share Data Source. 
Once Data Source is created your connection to CRM is Done, but to test we need to create Data set which will fetch data into SSRS,
we can use SP’s or table for On premises as well.
for this demo i will use fetchXML i.e Text in data set .

SSRS02

 

Step 3 : No Step ahead, connecting to CRM from Visual studio SSRS reports is done .
Also you can use Query Designer to Design you query as need , like for attributes or aggregates etc.

SSRS03.png

You can see data fetched from CRM.
Now you can use Table or Charts to display Data.

 

Hope it helps.

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