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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to display SSRS se...
Microsoft Dynamics CRM (Archived)

How to display SSRS server reports/external reports inside CRM

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Posted on by chakkay 594

Hi CRM World,

This is a generic question. I am expecting a procedure or approach that can guide me towards end solution.

Our business is requesting complex reporting thus we are constrained from using native FetchXML reports. We are planning to develop all reports on a reporting server. But the problem is business wants to open any report inside CRM and they don't want to navigate to reporting server just for running a weekly or monthly report.

My question is what options are available for me to integrate SSRS server with Dynamics CRM so that all reports developed in SSRS server can be displayed and run from CRM UI?

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  • Verified answer
    Community Member Profile Picture
    Community Member on at
    RE: How to display SSRS server reports/external reports inside CRM

    Every report that you publish on SSRS has a unique url.

    You dont need any thing else If both report and end users are on same intranet and user have permissions for SSRS.

    If you want report too be accessible from outside the intranet then you need to make the report server available online using DNS if you dont intend to use Azure cloud.

    Have a look at the url in below image:

    http://www.nexnow.net/wp-content/uploads/2012/11/SSRS-Web-Interface.png

  • chakkay Profile Picture
    chakkay 594 on at
    RE: How to display SSRS server reports/external reports inside CRM

    Hi Shoaib,

    Thats a wonderful idea. We though of implementing Point 2 i.e on button click open a new window with SSRS reports URL.

    But our SSRS server is on-premise, do we need to host our server in azure cloud or inside another IIS server to get a URL after publishing new report in our SSRS server? Or please corect me if i am wrong and let me know how do i get a unique URL after publishing a report in SSRS server so that URL can be accessed anywhere to generate a report?

    Thanks in advance

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: How to display SSRS server reports/external reports inside CRM

    Hi Chakka,

    There are various ways to achieve this.

    1) You can create a custom web resource with Simple link or HTML Button to open your SSRS server report. Add this web resource to your entity form.

    2) Add a new Ribbon Button using Ribbon workbench. On Click of the Button you can call javascript function that opens up SSRS report in New or Same window.

    Hope this help.

    Shoaib

  • chakkay Profile Picture
    chakkay 594 on at
    RE: How to display SSRS server reports/external reports inside CRM

    Hi Trevor/Shoaib,

    I am really sorry for much vague question. In the past i have developed FetchXML based reports and deployed them into online CRM.

    But my question is we have a stand alone SSRS reporting server. We also have another read only database which will get data refreshed from CRM online every 15 minutes. So using the read only database (by writing SQL queries ) we are developing complex SSRS reports (not using any fetch XML). These SSRS reports are stand alone since they retrieve data from another stand alone database and not from CRM online. Now my business is asking me to show the custom SSRS report developed in CRM. Is that possible?

    If we have used FetchXML, then we might have created out of box reports and imported the RDL file into CRM so that we can run the report in CRM. But since my report is using SQL query, i cannot deploy my report RDL into CRM.

    How do i display stand alone SSRS reports developed outside in a stand alone SSRS server into Dynamics CRM Online?

    Thanks in advance

  • TrevorB Profile Picture
    TrevorB 105 on at
    RE: How to display SSRS server reports/external reports inside CRM

    Hi

    I am also reasonably new to developing custom reports for Dynamics 365 online but have come across a couple of helpful sites/tools to get started.

    http://www.threadpunter.com/uncategorized/ssrs-reports-for-dynamics-365-using-fetchxml/

    In particular note the steps listed below under the Build the .RDL

    ‘In the Target Server Version field, select SQL Server 2008 R2, 2012 or 2014. Click Apply’.

    and

    ‘You will find the RDL file placed in the ..\Client Details Report\bin\Debug folder’ These are important steps to avoid errors.

    Another excellent tool when getting started with FetchXML is the XRMtoolbox and the FetchXML Builder plugin.

    You can build the basis of the report as a custom view in Dynamics, open that view using the toolbox where you then add more complex options and can test to ensure you are getting the results you want. You can then paste the complex query into query builder in VSTS.

    Below is a link to using the XRMToolbox with the Fetchxml Builder at about the 35-minute mark.

    https://www.youtube.com/watch?v=WOxAODaD7aE

    Hope this helps.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: How to display SSRS server reports/external reports inside CRM

    It is actually pretty easy

    At the time of installation of database, ensure you install SSRS

    When you create new Dynamics Instance in deployment manager give path to SSRS server.

    Try running out of the box CRM SSRS reports. You can download any of the existing reports and open with BIDS. Modify and upload it to CRM as new report. Then run it.

    Have a look at below article for details.

    www.codeproject.com/.../Creating-a-SSRS-Report-With-Microsoft-Dynamics-CRM

    Hope this help

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: How to display SSRS server reports/external reports inside CRM

    blogs.msdn.microsoft.com/.../how-to-creating-custom-report-with-microsoft-dynamics-crm-2011-bids-fetch-extension

    This is with BIDS but the same can be done with VS 2012.

  • chakkay Profile Picture
    chakkay 594 on at
    RE: How to display SSRS server reports/external reports inside CRM

    Thanks Shoaib for quick reply.

    That sounds like a cool solution. Do u have any online blog or link or any articles which explains in detail? I need some help to kick off the process of configuring CRM to show SSRS reports.

  • Community Member Profile Picture
    Community Member on at
    RE: How to display SSRS server reports/external reports inside CRM

    You can configure CRM Organisation to use SSRS. Then you can build reports in Visual Studio and upload to Dynamics CRM as custom report.

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