Report writing environment
You must have the required development tools and appropriate privileges in Microsoft Dynamics CRM to write and publish a report. Also, make sure you have working knowledge of:
• The Transact-SQL language and Microsoft SQL Server 2008 R2.
• Creating Microsoft SQL Server Reporting Services reports using Business Intelligence Development Studio.
• The Microsoft Dynamics CRM FetchXML language.
Required tools
The following are required to write a custom report for Microsoft Dynamics CRM:
• Microsoft SQL Server 2008 Reporting Services or Microsoft SQL Server 2008 R2 Reporting Services. It must be installed on the Microsoft Dynamics CRM server or on a separate reporting server, depending on where reports are being served from.
Note
Microsoft Dynamics CRM supports only native mode of deployment of Microsoft SQL Server Reporting Services. If you have deployed Microsoft SQL Server Reporting Services using any other mode, such as SharePoint integration mode, you must uninstall the existing instance of Microsoft SQL Server Reporting Services, and then reinstall it using the native mode.
For more information about the various deployment modes of Microsoft SQL Server Reporting Services, see Planning a Deployment Mode.
• Business Intelligence Development Studio. This is a report authoring environment in Visual Studio 2008 that hosts the Report Designer (a component of Microsoft SQL Server Reporting Services). You can install Business Intelligence Development Studio from the Microsoft SQL Server 2008 Setup CD.
• Microsoft Dynamics CRM Report Authoring Extension. You require this only if you are writing custom fetch-based reports, such as for Microsoft Dynamics CRM Online. It must be installed on the computer where Business Intelligence Development Studio is installed. You can install Microsoft Dynamics CRM Report Authoring Extension from go.microsoft.com/fwlink. Alternatively, you can also install it from the BIDSExtension folder in the Microsoft Dynamics CRM Setup DVD.
Note
Microsoft Dynamics CRM Report Authoring Extension is available only in a 32-bit version because Business Intelligence Development Studio is a 32-bit development environment.
For more information about how to set up the environment for writing reports, download the Microsoft Dynamics CRM 2011 Implementation Guide at go.microsoft.com/fwlink
