Microsoft Dynamics CRM (Archived)

Good Old SSRS and CRM !

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Posted on by Pete_N

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

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David Jennaway 14,065 on at

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RE: Good Old SSRS and CRM !

If this is On Premise, you should be able to get more useful information either from CRM tracing, or the reporting services log files
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Shidin Haridas 3,497 on at

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RE: Good Old SSRS and CRM !

As everyone here suggested, use the filteredaccount instead of the base table.
Abby Kong 6 on at

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RE: Good Old SSRS and CRM !

+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
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Aric Levin - MVP 30,188 Moderator on at

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RE: Good Old SSRS and CRM !

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).
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Community Member on at

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RE: Good Old SSRS and CRM !

Hi,

Instead of account, try to use filteredaccount.

Mansoor