Connect to CRM Organization through SDK using xrm user id and run the SSRS report and download as PDF file.

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Hi,
I want to connect to CRM Organization/API through SDK using my xrm user id and run the SSRS report and download as PDF file. Is there any way to do this?

Thanks

Sujit

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Syed Ibrahim 6,257 on at

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For this u can create a button ("Download Report")and call the Report id in the Button JS.

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Community Member on at

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I can not use JS here, as I want the report to be generated without any user, exe is fine as I can schedule exe.

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abhishek_255 1,614 on at

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Hi -

I don't think that you can run CRM SSRS reports through XRM sdk outside CRM. You could download the SSRS report, rename its extension from .rdl to .rdlc and add it to your Visual studio project. Bind an object [populated list with data] to report's dataset.

For PDF Rendering -

social.msdn.microsoft.com/.../programattically-render-pdf-from-reportviewer

In case your requirement is to schedule a SSRS report and CRM is on premise then you can leverage CRM's report scheduling feature.

Best Regards,

Abhishek

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Community Member on at

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Hi Abhishek, my requirement is for crm on-premise, but I can not use crm's report scheduling feature as I don't want to use crm reporting server credential, the report should be run with xrm credential.

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abhishek_255 1,614 on at

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I'm not sure but it seems like you would like to create reports with admin account that has access to organization data. If that is the case then you can create custom SSRS reports (http://computername/reports) and use Microsoft SQL SERVER as connection type and in credentials specify your XRM credentials (admin user account).

Export that report and import it to CRM.

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Aric Levin - MVP 30,190 Moderator on at

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If you are using On-Premise, you can configure this in SSRS. Create a job to schedule the time that the reports are supposed to run, and set what process you want, such as emailing the report, or possibly storing the report to a shared location. Then, if you need to manipulate the generated file further you can do that from your exe application.

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