web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Good Old SSRS and CRM !

(0) ShareShare
ReportReport
Posted on by 1,703

CRM 2016, SQL2016

I'm trying and failing to create a simple report in SSRS and import it to CRM

IN SSRS the report renders fine, however when trying to upload it to CRM I get an error

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: An error occurred while trying to add the report to Microsoft Dynamics 365. Try adding the report again. If this problem persists, contact your system administrator.Detail:
<OrganizationServiceFault xmlns:i="www.w3.org/.../XMLSchema-instance" xmlns="schemas.microsoft.com/.../Contracts">
  <ActivityId>de8e3375-91c0-4659-9234-0f0bc363c1db</ActivityId>
  <ErrorCode>-2147188072</ErrorCode>
  <ErrorDetails xmlns:d2p1="schemas.datacontract.org/.../System.Collections.Generic" />
  <Message>An error occurred while trying to add the report to Microsoft Dynamics 365. Try adding the report again. If this problem persists, contact your system administrator.</Message>
  <Timestamp>2018-04-04T11:26:59.9916925Z</Timestamp>
  <ExceptionRetriable>false</ExceptionRetriable>
  <ExceptionSource i:nil="true" />
  <InnerFault i:nil="true" />
  <OriginalException i:nil="true" />
  <TraceText i:nil="true" />
</OrganizationServiceFault>

my report query

SELECT        Account.Name, Account.new_companyname, Account.Address2_Line1, Account.Address2_Line2, Account.Address2_Line3, Account.Address2_City, Account.Address2_StateOrProvince, Account.Address2_PostalCode,
                         Account.new_pono, CRMAF_FilteredInvoice.invoicenumber, CASE ISNULL(Account.new_paybydirectdebit, 0) WHEN 1 THEN 1 ELSE 0 END AS 'new_paybydirectdebit', CRMAF_FilteredInvoice.datedelivered,
                         CRMAF_FilteredInvoice.duedate, CRMAF_FilteredInvoice.new_invoicetype
FROM            FilteredInvoice AS CRMAF_FilteredInvoice INNER JOIN
                         Account ON CRMAF_FilteredInvoice.accountid = Account.AccountId

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Community Member Profile Picture
    on at

    Hi,

    Instead of account, try to use filteredaccount.

    Mansoor

  • Suggested answer
    Aric Levin - MVP Profile Picture
    30,190 Moderator on at

    Please check if there are any additional errors possibly on the CRM Server when you try to upload the report. Maybe event viewer, or enable logging (tracing) on the CRM Server before uploading the report and check the CRM traces if there is any additional information that might help you find the source of the issue.

    Also you are using in your join the Account Entity directly. You have to use the Filtered View for Account (FilteredAccount).

  • Abby Kong Profile Picture
    6 on at

    +1 on using filtered view filteredaccount

    It can run without problem in SSRS if the authentication in datasource config can access base tables.

    For reports to be uploaded and executed in CRM, please replace base tables to filtered views as they are compliant with Dynamics security model.

    technet.microsoft.com/.../dn531161.aspx

  • Suggested answer
    Shidin Haridas Profile Picture
    3,497 on at

    As everyone here suggested, use the filteredaccount instead of the base table.

  • David Jennaway Profile Picture
    14,065 on at

    If this is On Premise, you should be able to get more useful information either from CRM tracing, or the reporting services log files

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans