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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM 2015 original repo...
Microsoft Dynamics CRM (Archived)

CRM 2015 original reports, can I modify them to my purpose

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Posted on by Community Member

Hello,

CRM 2015 provided multiple default reports. for example...orders.

I was wondering if i can add my companies logo and and legal wording to it and use it with out any other changes?

Thanks,

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  • Verified answer
    mscrmba Profile Picture
    mscrmba on at
    RE: CRM 2015 original reports, can I modify them to my purpose

    Are you OnPremise or Online?  The answer differs if you are referring to the SSRS reports OOTB.  (On-Premise = Yes, Online = No).

    There are two types of reports in Microsoft Dynamics CRM:

    SQL-based
    These reports use SQL queries to securely retrieve data for reports from filtered views defined by the system. These are the same reports that have been available for previous versions of Microsoft Dynamics CRM. The default reports that are shipped with Microsoft Dynamics CRM are SQL-based reports.

    For security reasons, you cannot deploy custom SQL-based reports to Microsoft Dynamics CRM Online.

    Fetch-based
    These reports are introduced in Microsoft Dynamics CRM and use FetchXML queries to retrieve data for reports. You can deploy custom fetch-based reports to Microsoft Dynamics CRM Online and to Microsoft Dynamics CRM (on-premises). All reports that are created using the Report Wizard in the Microsoft Dynamics CRM are Fetch-based reports.

    Reports in Microsoft Dynamics CRM Online run in sandbox mode, and this is done by enabling RDL sandboxing in Microsoft SQL Server Reporting Services. As a result, certain features might not be available in Microsoft Dynamics CRM Online. For example, custom code in your report definition will not work. More information: Enable and Disable RDL Sandboxing

    Refer to these pages for further details:

    https://msdn.microsoft.com/en-us/library/gg328097.aspx

    https://technet.microsoft.com/en-nz/library/dn920273.aspx

    https://technet.microsoft.com/en-nz/library/dn531183.aspx

    An older blog (2011 Online) but which may walk you through it a bit more step-by-step (and has some good links e.g. to Gareth's blog on the topic):

    http://blogs.msdn.com/b/emeadcrmsupport/archive/2013/05/30/dynamics-crm-2011-online-default-reports-not-editable.aspx

    Don't forget that you can create a wizard report as the basis for your customised report / sub-report.

    If you have an on-premise deployment Donna has a good blog in this particular report.

    http://blogs.msdn.com/b/crm/archive/2010/03/11/create-a-custom-quote-order-or-invoice-report-for-your-customers.aspx

  • Allan da Silva Profile Picture
    Allan da Silva on at
    RE: CRM 2015 original reports, can I modify them to my purpose

    Hi,

    Great information shared by mscrmba, on the top of that I can say: the order report OOB is SQL based, you can download the RDL to edit but if you are using CRM Online you wont be able to reimport as SQL based are not supported for CRM Online, if it is onpremise you can download, edit and reimport with your customizations

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